Boston Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $975K | Buy |
16,228
+3,777
| +30% | +$231K | 0.06% | 174 |
|
|
2025
Q4 | $713K | Sell |
12,451
-224
| -2% | -$12.7K | 0.05% | 180 |
|
|
2025
Q3 | $724K | Buy |
12,675
+16
| +0.1% | +$907 | 0.05% | 181 |
|
|
2025
Q2 | $699K | Buy |
12,659
+467
| +4% | +$23.9K | 0.05% | 183 |
|
|
2025
Q1 | $589K | Buy |
12,192
+398
| +3% | +$19.5K | 0.04% | 186 |
|
|
2024
Q4 | $577K | Buy |
11,794
+857
| +8% | +$43.8K | 0.04% | 184 |
|
|
2024
Q3 | $587K | Buy |
10,937
+7
| +0.1% | +$365 | 0.04% | 191 |
|
|
2024
Q2 | $562K | Sell |
10,930
-660
| -6% | -$34K | 0.04% | 186 |
|
|
2024
Q1 | $589K | Sell |
11,590
-12,743
| -52% | -$631K | 0.04% | 176 |
|
|
2023
Q4 | $1.22M | Sell |
24,333
-178
| -0.7% | -$8.33K | 0.09% | 141 |
|
|
2023
Q3 | $1.13M | Buy |
24,511
+642
| +3% | +$30.7K | 0.09% | 140 |
|
|
2023
Q2 | $1.11M | Buy |
23,869
+369
| +2% | +$17.1K | 0.09% | 144 |
|
|
2023
Q1 | $1.08M | Sell |
23,500
-5
| -0% | -$229 | 0.09% | 147 |
|
|
2022
Q4 | $1.03M | Sell |
23,505
-145
| -0.6% | -$6.14K | 0.09% | 150 |
|
|
2022
Q3 | $942K | Buy |
23,650
+444
| +2% | +$19.6K | 0.08% | 151 |
|
|
2022
Q2 | $1.04M | Sell |
23,206
-197
| -0.8% | -$9.77K | 0.09% | 147 |
|
|
2022
Q1 | $1.25M | Buy |
23,403
+250
| +1% | +$13.1K | 0.09% | 141 |
|
|
2021
Q4 | $1.23M | Sell |
23,153
-160
| -0.7% | -$8.42K | 0.08% | 151 |
|
|
2021
Q3 | $1.25M | Sell |
23,313
-380
| -2% | -$20.6K | 0.09% | 147 |
|
|
2021
Q2 | $1.29M | Sell |
23,693
-28
| -0.1% | -$1.49K | 0.09% | 148 |
|
|
2021
Q1 | $1.22M | Sell |
23,721
-466
| -2% | -$23.1K | 0.09% | 145 |
|
|
2020
Q4 | $1.15M | Sell |
24,187
-2,814
| -10% | -$125K | 0.09% | 149 |
|
|
2020
Q3 | $1.12M | Sell |
27,001
-1,868
| -6% | -$78.2K | 0.1% | 137 |
|
|
2020
Q2 | $1.13M | Sell |
28,869
-359
| -1% | -$13.3K | 0.11% | 131 |
|
|
2020
Q1 | $965K | Buy |
29,228
+395
| +1% | +$16.7K | 0.11% | 133 |
|
|
2019
Q4 | $1.38M | Buy |
28,833
+125
| +0.4% | +$5.73K | 0.13% | 130 |
|
|
2019
Q3 | $1.27M | Sell |
28,708
-1,460
| -5% | -$66.8K | 0.13% | 131 |
|
|
2019
Q2 | $1.42M | Buy |
30,168
+50
| +0.2% | +$2.33K | 0.15% | 126 |
|
|
2019
Q1 | $1.42M | Buy |
30,118
+433
| +1% | +$19.8K | 0.15% | 125 |
|
|
2018
Q4 | $1.24M | Sell |
29,685
-257
| -0.9% | -$10.9K | 0.15% | 128 |
|
|
2018
Q3 | $1.37M | Buy |
29,942
+155
| +0.5% | +$7.29K | 0.14% | 132 |
|
|
2018
Q2 | $1.42M | Sell |
29,787
-354
| -1% | -$18.4K | 0.16% | 127 |
|
|
2018
Q1 | $1.63M | Buy |
30,141
+963
| +3% | +$52.2K | 0.19% | 120 |
|
|
2017
Q4 | $1.52M | Buy |
29,178
+619
| +2% | +$30.7K | 0.17% | 126 |
|
|
2017
Q3 | $1.4M | Buy |
28,559
+2,397
| +9% | +$116K | 0.16% | 131 |
|
|
2017
Q2 | $1.2M | Sell |
26,162
-1,903
| -7% | -$86.5K | 0.14% | 143 |
|
|
2017
Q1 | $1.26M | Sell |
28,065
-1,556
| -5% | -$66.7K | 0.15% | 133 |
|
|
2016
Q4 | $1.16M | Buy |
29,621
+2,382
| +9% | +$95.4K | 0.15% | 138 |
|
|
2016
Q3 | $1.14M | Sell |
27,239
-120
| -0.4% | -$4.97K | 0.15% | 139 |
|
|
2016
Q2 | $1.06M | Buy |
27,359
+1,554
| +6% | +$58.5K | 0.14% | 144 |
|
|
2016
Q1 | $975K | Sell |
25,805
-1,000
| -4% | -$34.4K | 0.13% | 145 |
|
|
2015
Q4 | $940K | Buy |
+26,805
| New | +$984K | 0.13% | 144 |
|
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