Atlas 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 | $36K | Hold |
651
| – | – | ﹤0.01% | 660 |
|
|
2025
Q1 | $31.4K | Hold |
651
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $31.8K | Hold |
651
| – | – | ﹤0.01% | 671 |
|
|
2024
Q3 | $35K | Hold |
651
| – | – | 0.01% | 622 |
|
|
2024
Q2 | $33.5K | Hold |
651
| – | – | ﹤0.01% | 635 |
|
|
2024
Q1 | $33.1K | Hold |
651
| – | – | 0.01% | 619 |
|
|
2023
Q4 | $32.5K | Sell |
651
-69
| -10% | -$3.44K | ﹤0.01% | 640 |
|
|
2023
Q3 | $33.3K | Hold |
720
| – | – | 0.01% | 586 |
|
|
2023
Q2 | $33.5K | Hold |
720
| – | – | 0.01% | 619 |
|
|
2023
Q1 | $33K | Buy |
720
+69
| +11% | +$3.16K | 0.01% | 620 |
|
|
2022
Q4 | $28.6K | Hold |
651
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $25.9K | Hold |
651
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $29.1K | Hold |
651
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $34.7K | Hold |
651
| – | – | 0.01% | 581 |
|
|
2021
Q4 | $34.5K | Hold |
651
| – | – | 0.01% | 577 |
|
|
2021
Q3 | $34.8K | Buy |
+651
| New | +$34.8K | 0.01% | 568 |
|
|
2019
Q1 | – | Sell |
-555
| Closed | -$23.2K | – | 569 |
|
|
2018
Q4 | $23.2K | Hold |
555
| – | – | 0.01% | 458 |
|
|
2018
Q3 | $24.8K | Hold |
555
| – | – | 0.01% | 459 |
|
|
2018
Q2 | $26.6K | Sell |
555
-1,164
| -68% | -$55.9K | 0.01% | 427 |
|
|
2018
Q1 | $92.9K | Buy |
+1,719
| New | +$92.9K | 0.03% | 356 |
|