CAPTRUST Financial Advisors’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
Q2 | $21M | Buy |
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2025
Q1 | $17.9M | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $8K | Sell |
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2021
Q2 | $22K | Sell |
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2021
Q1 | $23K | Hold |
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2020
Q4 | $21K | Hold |
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2020
Q3 | $19K | Sell |
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2020
Q2 | $134K | Buy |
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2020
Q1 | $106K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $126K | Buy |
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2019
Q2 | $130K | Buy |
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2019
Q1 | $130K | Buy |
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