Avaii Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $947K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $969K | Buy |
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|
2023
Q2 | $947K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $969K | Buy |
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|
2022
Q3 | $757K | Buy |
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