Barrett Asset 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
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2021
Q4 | $48K | Hold |
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2021
Q3 | $48K | Hold |
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2021
Q2 | $49K | Hold |
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2021
Q1 | $46K | Hold |
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2020
Q4 | $43K | Hold |
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2020
Q3 | $37K | Hold |
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2020
Q2 | $35K | Hold |
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2020
Q1 | $30K | Hold |
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2019
Q4 | $43K | Hold |
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2019
Q3 | $40K | Hold |
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2019
Q2 | $42K | Hold |
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2019
Q1 | $42K | Hold |
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2018
Q4 | $38K | Hold |
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2018
Q3 | $41K | Hold |
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2018
Q2 | $43K | Hold |
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|||||
2018
Q1 | $49K | Hold |
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|||||
2017
Q4 | $47K | Hold |
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2017
Q3 | $44K | Hold |
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2017
Q2 | $41K | Hold |
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2017
Q1 | $40K | Hold |
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|||||
2016
Q4 | $35K | Hold |
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2016
Q3 | $38K | Hold |
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2016
Q2 | $35K | Hold |
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2016
Q1 | $34K | Sell |
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2015
Q4 | $63K | Hold |
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2015
Q3 | $64K | Sell |
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2015
Q2 | $89K | Hold |
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2015
Q1 | $91K | Buy |
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2014
Q4 | $78K | Hold |
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2014
Q3 | $83K | Hold |
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2014
Q2 | $86K | Hold |
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2014
Q1 | $84K | Buy |
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