Atria Investments’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 | $261K | Buy |
4,725
+23
| +0.5% | +$1.27K | ﹤0.01% | 1782 |
|
|
2025
Q1 | $227K | Sell |
4,702
-58,058
| -93% | -$2.8M | ﹤0.01% | 1762 |
|
|
2024
Q4 | $3.07M | Buy |
62,760
+7,442
| +13% | +$364K | 0.04% | 519 |
|
|
2024
Q3 | $2.97M | Buy |
55,318
+9,452
| +21% | +$508K | 0.04% | 529 |
|
|
2024
Q2 | $2.36M | Sell |
45,866
-1,543
| -3% | -$79.4K | 0.03% | 591 |
|
|
2024
Q1 | $2.41M | Buy |
47,409
+3,459
| +8% | +$176K | 0.03% | 582 |
|
|
2023
Q4 | $2.19M | Buy |
43,950
+20,305
| +86% | +$1.01M | 0.03% | 561 |
|
|
2023
Q3 | $1.09M | Buy |
+23,645
| New | +$1.09M | 0.02% | 801 |
|