Continuum Advisory’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 | – | Sell |
-8
| Closed | -$386 | – | 689 |
|
|
2025
Q1 | $386 | Hold |
8
| – | – | ﹤0.01% | 1594 |
|
|
2024
Q4 | $391 | Hold |
8
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q3 | $396 | Hold |
8
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q2 | $412 | Hold |
8
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q1 | $416 | Buy |
+8
| New | +$416 | ﹤0.01% | 1625 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$240K | – | 136 |
|
|
2019
Q1 | $240K | Sell |
5,000
-557
| -10% | -$26.7K | 0.18% | 114 |
|
|
2018
Q4 | $233K | Buy |
+5,557
| New | +$233K | 0.17% | 132 |
|