CIS
Custom Index Systems’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,665
| Closed | -$1.79M | – | 297 |
|
|
2024
Q4 | $1.79M | Sell |
36,665
-1,653
| -4% | -$80.9K | 0.96% | 22 |
|
|
2024
Q3 | $2.06M | Sell |
38,318
-10,217
| -21% | -$549K | 1.11% | 18 |
|
|
2024
Q2 | $2.5M | Buy |
48,535
+487
| +1% | +$25.1K | 1.43% | 16 |
|
|
2024
Q1 | $2.44M | Buy |
48,048
+17,182
| +56% | +$874K | 1.39% | 13 |
|
|
2023
Q4 | $1.54M | Buy |
+30,866
| New | +$1.54M | 0.95% | 23 |
|