Cascade Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Sell |
133,453
-4,923
| -4% | -$272K | 0.89% | 21 |
|
|
2025
Q1 | $6.68M | Buy |
138,376
+7,907
| +6% | +$382K | 0.84% | 22 |
|
|
2024
Q4 | $6.38M | Buy |
130,469
+4,726
| +4% | +$231K | 0.83% | 23 |
|
|
2024
Q3 | $6.55M | Buy |
125,743
+4,392
| +4% | +$229K | 0.82% | 23 |
|
|
2024
Q2 | $6.24M | Buy |
121,351
+4,772
| +4% | +$245K | 0.82% | 24 |
|
|
2024
Q1 | $5.89M | Buy |
+116,579
| New | +$5.89M | 0.85% | 25 |
|