Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,559
| Closed | -$218K | – | 475 |
|
|
2019
Q4 | $218K | Buy |
4,559
+36
| +0.8% | +$1.72K | 0.02% | 424 |
|
|
2019
Q3 | $200K | Sell |
4,523
-5,755
| -56% | -$254K | 0.02% | 406 |
|
|
2019
Q2 | $484K | Buy |
10,278
+2,706
| +36% | +$127K | 0.05% | 250 |
|
|
2019
Q1 | $357K | Buy |
+7,572
| New | +$357K | 0.05% | 283 |
|
|
2018
Q4 | – | Sell |
-4,417
| Closed | -$202K | – | 360 |
|
|
2018
Q3 | $202K | Buy |
+4,417
| New | +$202K | 0.03% | 341 |
|