Clearstead 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
Q3 | $58.8K | Hold |
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|
2025
Q2 | $56.9K | Sell |
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|
2025
Q1 | $71.6K | Sell |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $923K | Sell |
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|
2023
Q1 | $923K | Hold |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $806K | Hold |
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|
2022
Q2 | $903K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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