Creative Planning’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
Q2 | $300M | Sell |
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|
2025
Q1 | $340M | Sell |
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|
2024
Q4 | $437M | Sell |
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|
2024
Q3 | $703M | Sell |
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|
2024
Q2 | $847M | Sell |
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|
2024
Q1 | $1.18B | Sell |
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|
2023
Q4 | $1.64B | Buy |
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|
2023
Q3 | $1.47B | Buy |
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|
2023
Q2 | $1.44B | Buy |
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|
2023
Q1 | $1.33B | Buy |
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|
2022
Q4 | $1.24B | Buy |
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|
2022
Q3 | $1.07B | Buy |
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|
2022
Q2 | $1.13B | Buy |
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|
2022
Q1 | $1.24B | Buy |
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|
2021
Q4 | $1.1B | Buy |
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|
2021
Q3 | $989M | Buy |
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|
2021
Q2 | $907M | Buy |
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|
2021
Q1 | $763M | Buy |
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|
2020
Q4 | $619M | Buy |
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|
2020
Q3 | $475M | Buy |
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|
2020
Q2 | $416M | Buy |
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|
2020
Q1 | $271M | Buy |
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|
2019
Q4 | $286M | Buy |
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|
2019
Q3 | $184M | Buy |
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|
2019
Q2 | $69.2M | Buy |
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|
2019
Q1 | $461K | Buy |
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|
2018
Q4 | $362K | Buy |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $401K | Sell |
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|
2017
Q4 | $393K | Buy |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $299K | Sell |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $168K | Sell |
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|
2016
Q3 | $320K | Buy |
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|
2016
Q2 | $200K | Buy |
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|
2016
Q1 | $185K | Sell |
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|
2015
Q4 | $230K | Sell |
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|
2015
Q3 | $242K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $351K | Buy |
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|
2014
Q3 | $100K | Sell |
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|
2014
Q2 | $122K | Sell |
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|
2014
Q1 | $141K | Buy |
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|
2013
Q4 | $139K | Sell |
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|
2013
Q3 | $149K | Buy |
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|
2013
Q2 | $106K | Buy |
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