BWM
BKM Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
79,191
-1,065
| -1% | -$58.8K | 1.71% | 13 |
|
|
2025
Q1 | $3.88M | Buy |
80,256
+1,419
| +2% | +$68.6K | 1.6% | 13 |
|
|
2024
Q4 | $3.86M | Buy |
78,837
+967
| +1% | +$47.3K | 1.58% | 15 |
|
|
2024
Q3 | $4.18M | Buy |
77,870
+9
| +0% | +$483 | 1.7% | 12 |
|
|
2024
Q2 | $4.01M | Buy |
77,861
+2,103
| +3% | +$108K | 1.93% | 10 |
|
|
2024
Q1 | $3.85M | Sell |
75,758
-8,748,890
| -99% | -$445M | 1.66% | 13 |
|
|
2023
Q4 | $13M | Buy |
+8,824,648
| New | +$13M | 5.55% | 1 |
|