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
2026 Q1	$214K	Buy	3,556 +4	+0.1%	+$245	0.01%	624
2025 Q4	$203K	Buy	3,552 +11	+0.3%	+$625	0.01%	613
2025 Q3	$202K	Buy	3,541 +16	+0.5%	+$907	0.01%	596
2025 Q2	$195K	Hold	3,525	–	–	0.01%	551
2025 Q1	$170K	Hold	3,525	–	–	0.01%	549
2024 Q4	$172K	Sell	3,525 -535	-13%	-$27.3K	0.01%	517
2024 Q3	$218K	Buy	4,060 +2,410	+146%	+$126K	0.01%	454
2024 Q2	$85K	Buy	1,650 +1,115	+208%	+$57.4K	﹤0.01%	606
2024 Q1	$27K	Hold	535	–	–	﹤0.01%	765
2023 Q4	$27K	Hold	535	–	–	﹤0.01%	760
2023 Q3	$25K	Hold	535	–	–	﹤0.01%	737
2023 Q2	$25K	Buy	+535	New	+$24.8K	﹤0.01%	690
2020 Q1	–	Sell	-729	Closed	-$35K	–	692
2019 Q4	$35K	Buy	729 +18	+3%	+$825	﹤0.01%	435
2019 Q3	$31K	Buy	711 +10	+1%	+$457	﹤0.01%	437
2019 Q2	$33K	Buy	701 +1	+0.1%	+$47	﹤0.01%	416
2019 Q1	$32K	Sell	700 -2,341	-77%	-$107K	﹤0.01%	395
2018 Q4	$127K	Buy	+3,041	New	+$129K	0.02%	225