Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.64M | Hold |
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|
2020
Q4 | $2.64M | Sell |
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2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.18M | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.53K | Buy |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.21M | Sell |
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|
2018
Q2 | $3.21M | Buy |
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|
2018
Q1 | $2.44M | Buy |
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