Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-129
| Closed | -$7K | – | 979 |
|
|
2021
Q1 | $7K | Hold |
129
| – | – | ﹤0.01% | 689 |
|
|
2020
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 625 |
|
|
2020
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 606 |
|
|
2020
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 578 |
|
|
2020
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $6K | Sell |
129
-45
| -26% | -$2.09K | ﹤0.01% | 541 |
|
|
2019
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 518 |
|
|
2019
Q1 | $8K | Hold |
174
| – | – | 0.01% | 519 |
|
|
2018
Q4 | $7K | Hold |
174
| – | – | 0.01% | 505 |
|
|
2018
Q3 | $7K | Buy |
+174
| New | +$7K | ﹤0.01% | 521 |
|