Choate Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $757K | Sell |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $704K | Hold |
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|
2023
Q3 | $652K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.3M | Buy |
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|
2015
Q3 | $488K | Sell |
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|
2015
Q2 | $601K | Sell |
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|
2015
Q1 | $735K | Sell |
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|
2014
Q4 | $2.3M | Sell |
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|
2014
Q3 | $29.5M | Sell |
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|
2014
Q2 | $32.1M | Buy |
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|
2014
Q1 | $29.6M | Buy |
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|
2013
Q4 | $26.9M | Buy |
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|
2013
Q3 | $27M | Sell |
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|
2013
Q2 | $27.5M | Buy |
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