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Atria Wealth Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Atria Wealth Solutions’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$479K Buy
+8,509
New +$436K 0.01% 930
2025
Q1 		– Sell
-7,170
Closed -$351K – 1911
2024
Q4 		$351K Sell
7,170
-1,595
-18% -$81.5K ﹤0.01% 1450
2024
Q3 		$471K Buy
8,765
+1,097
+14% +$57.1K 0.01% 1279
2024
Q2 		$394K Buy
+7,668
New +$395K ﹤0.01% 1348
2024
Q1 		– Sell
-7,599
Closed -$379K – 1982
2023
Q4 		$379K Buy
+7,599
New +$355K ﹤0.01% 1349
2022
Q2 		– Sell
-6,326
Closed -$337K – 1691
2022
Q1 		$337K Buy
+6,326
New +$332K 0.01% 1260

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