Checchi Capital Advisers’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 | $8.51M | Sell |
154,085
-24,568
| -14% | -$1.36M | 0.48% | 47 |
|
|
2025
Q1 | $8.63M | Buy |
178,653
+4,092
| +2% | +$198K | 0.45% | 45 |
|
|
2024
Q4 | $8.54M | Sell |
174,561
-54,281
| -24% | -$2.66M | 0.5% | 44 |
|
|
2024
Q3 | $12.3M | Buy |
228,842
+27,616
| +14% | +$1.48M | 0.69% | 26 |
|
|
2024
Q2 | $10.4M | Buy |
201,226
+3,268
| +2% | +$168K | 0.52% | 31 |
|
|
2024
Q1 | $10.1M | Sell |
197,958
-6,036
| -3% | -$307K | 0.79% | 34 |
|
|
2023
Q4 | $10.2M | Buy |
203,994
+118,869
| +140% | +$5.93M | 0.83% | 33 |
|
|
2023
Q3 | $3.94M | Buy |
85,125
+17,065
| +25% | +$789K | 0.37% | 66 |
|
|
2023
Q2 | $3.17M | Buy |
68,060
+7,671
| +13% | +$357K | 0.28% | 77 |
|
|
2023
Q1 | $2.77M | Buy |
60,389
+9,251
| +18% | +$424K | 0.27% | 78 |
|
|
2022
Q4 | $2.25M | Sell |
51,138
-6,678
| -12% | -$294K | 0.23% | 88 |
|
|
2022
Q3 | $2.3M | Sell |
57,816
-47,160
| -45% | -$1.88M | 0.22% | 90 |
|
|
2022
Q2 | $4.72M | Buy |
+104,976
| New | +$4.72M | 0.41% | 52 |
|