Avantax Advisory Services’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
Q2 | $1.07M | Buy |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $916K | Buy |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $604K | Sell |
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|
2020
Q3 | $5.86M | Sell |
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|
2020
Q2 | $7.57M | Buy |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $6.8M | Buy |
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