B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,332
| Closed | -$187 | – | 892 |
|
|
2014
Q4 | $187 | Sell |
4,332
-607
| -12% | -$26 | ﹤0.01% | 1409 |
|
|
2014
Q3 | $228K | Sell |
4,939
-4,957
| -50% | -$229K | 0.06% | 462 |
|
|
2014
Q2 | $238K | Buy |
9,896
+4,747
| +92% | +$114K | 0.06% | 390 |
|
|
2014
Q1 | $240K | Sell |
5,149
-91
| -2% | -$4.24K | 0.07% | 319 |
|
|
2013
Q4 | $241K | Buy |
5,240
+69
| +1% | +$3.17K | 0.08% | 294 |
|
|
2013
Q3 | $241K | Sell |
5,171
-1,525
| -23% | -$71.1K | 0.08% | 276 |
|
|
2013
Q2 | $308K | Buy |
+6,696
| New | +$308K | 0.1% | 224 |
|