Colorado Capital Management’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 | $342K | Hold |
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|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $469K | Hold |
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|
2021
Q4 | $467K | Sell |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $519K | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $1.35M | Sell |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.75M | Sell |
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|
2018
Q1 | $2.04M | Sell |
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|
2017
Q4 | $1.98M | Sell |
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|
2017
Q3 | $1.93M | Sell |
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $1.86M | Sell |
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|
2016
Q4 | $1.66M | Sell |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $1.76M | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.96M | Buy |
|