Aptus Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
3,611
-36
| -1% | -$1.99K | ﹤0.01% | 941 |
|
|
2025
Q1 | $176K | Sell |
3,647
-20
| -0.5% | -$966 | ﹤0.01% | 914 |
|
|
2024
Q4 | $179K | Buy |
3,667
+3,565
| +3,495% | +$174K | ﹤0.01% | 903 |
|
|
2024
Q3 | $5.48K | Sell |
102
-25
| -20% | -$1.34K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $6.53K | Buy |
127
+91
| +253% | +$4.68K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $1.83K | Hold |
36
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q4 | $1.8K | Buy |
+36
| New | +$1.8K | ﹤0.01% | 863 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$234 | – | 797 |
|
|
2023
Q1 | $234 | Hold |
5
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $220 | Hold |
5
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 771 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 676 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 410 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 464 |
|