Carson Wealth (CWM 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 | $118K | Buy |
1,955
+444
| +29% | +$27.1K | ﹤0.01% | 3125 |
|
|
2025
Q4 | $87K | Buy |
1,511
+14
| +0.9% | +$796 | ﹤0.01% | 3172 |
|
|
2025
Q3 | $86K | Buy |
1,497
+1,322
| +755% | +$74.9K | ﹤0.01% | 3101 |
|
|
2025
Q2 | $10K | Hold |
175
| – | – | ﹤0.01% | 4280 |
|
|
2025
Q1 | $8K | Sell |
175
-2
| -1% | -$98 | ﹤0.01% | 4205 |
|
|
2024
Q4 | $9K | Hold |
177
| – | – | ﹤0.01% | 3914 |
|
|
2024
Q3 | $10K | Buy |
177
+3
| +2% | +$156 | ﹤0.01% | 3772 |
|
|
2024
Q2 | $9K | Buy |
+174
| New | +$8.96K | ﹤0.01% | 3594 |
|
|
2024
Q1 | – | Sell |
-709
| Closed | -$35K | – | 4399 |
|
|
2023
Q4 | $35K | Sell |
709
-100
| -12% | -$4.68K | ﹤0.01% | 2389 |
|
|
2023
Q3 | $37K | Buy |
809
+709
| +709% | +$33.9K | ﹤0.01% | 2263 |
|
|
2023
Q2 | $5K | Buy |
+100
| New | +$4.64K | ﹤0.01% | 3425 |
|
|
2022
Q4 | – | Sell |
-545
| Closed | -$22K | – | 4015 |
|
|
2022
Q3 | $22K | Sell |
545
-90
| -14% | -$3.97K | ﹤0.01% | 2159 |
|
|
2022
Q2 | $28K | Buy |
635
+106
| +20% | +$5.26K | ﹤0.01% | 1921 |
|
|
2022
Q1 | $28K | Hold |
529
| – | – | ﹤0.01% | 1869 |
|
|
2021
Q4 | $28K | Buy |
+529
| New | +$27.8K | ﹤0.01% | 1804 |
|
|
2019
Q1 | – | Sell |
-19,398
| Closed | -$813K | – | 2998 |
|
|
2018
Q4 | $813K | Buy |
+19,398
| New | +$824K | 0.02% | 389 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1478 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1049 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$601 | ﹤0.01% | 1042 |
|
Other funds holding DGS
UA
