Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Buy |
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|
2025
Q2 | $195K | Hold |
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|
2025
Q1 | $170K | Hold |
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|
2024
Q4 | $172K | Sell |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $85K | Buy |
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|
2024
Q1 | $27K | Hold |
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|
2023
Q4 | $27K | Hold |
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|
2023
Q3 | $25K | Hold |
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|
2023
Q2 | $25K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $35K | Buy |
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|
2019
Q3 | $31K | Buy |
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|
2019
Q2 | $33K | Buy |
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|
2019
Q1 | $32K | Sell |
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|
2018
Q4 | $127K | Buy |
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