Chemistry Wealth Management’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
Q1 | – | Sell |
-5,295
| Closed | -$259K | – | 190 |
|
|
2024
Q4 | $259K | Sell |
5,295
-507
| -9% | -$24.8K | 0.06% | 150 |
|
|
2024
Q3 | $312K | Sell |
5,802
-620
| -10% | -$33.3K | 0.07% | 132 |
|
|
2024
Q2 | $330K | Sell |
6,422
-863
| -12% | -$44.4K | 0.09% | 128 |
|
|
2024
Q1 | $371K | Sell |
7,285
-1,027
| -12% | -$52.2K | 0.1% | 117 |
|
|
2023
Q4 | $415K | Sell |
8,312
-6,052
| -42% | -$302K | 0.13% | 103 |
|
|
2023
Q3 | $664K | Sell |
14,364
-2,010
| -12% | -$93K | 0.22% | 72 |
|
|
2023
Q2 | $762K | Sell |
16,374
-8,390
| -34% | -$390K | 0.25% | 69 |
|
|
2023
Q1 | $1.13M | Sell |
24,764
-6,038
| -20% | -$276K | 0.39% | 46 |
|
|
2022
Q4 | $1.35M | Sell |
30,802
-6,875
| -18% | -$302K | 0.53% | 39 |
|
|
2022
Q3 | $1.5M | Sell |
37,677
-4,784
| -11% | -$190K | 0.59% | 34 |
|
|
2022
Q2 | $1.9M | Sell |
42,461
-655
| -2% | -$29.2K | 0.72% | 29 |
|
|
2022
Q1 | $2.3M | Buy |
+43,116
| New | +$2.3M | 0.79% | 29 |
|