Atria Wealth Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
+8,509
| New | +$479K | 0.01% | 929 |
|
|
2025
Q1 | – | Sell |
-7,170
| Closed | -$351K | – | 1897 |
|
|
2024
Q4 | $351K | Sell |
7,170
-1,595
| -18% | -$78K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $471K | Buy |
8,765
+1,097
| +14% | +$58.9K | 0.01% | 1271 |
|
|
2024
Q2 | $394K | Buy |
+7,668
| New | +$394K | ﹤0.01% | 1336 |
|
|
2024
Q1 | – | Sell |
-7,599
| Closed | -$379K | – | 1967 |
|
|
2023
Q4 | $379K | Buy |
+7,599
| New | +$379K | ﹤0.01% | 1338 |
|
|
2022
Q2 | – | Sell |
-6,326
| Closed | -$337K | – | 1659 |
|
|
2022
Q1 | $337K | Buy |
+6,326
| New | +$337K | 0.01% | 1259 |
|