Cyndeo Wealth Partners’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 |
-5,832
| Closed | -$282K | – | 473 |
|
|
2025
Q1 | $282K | Buy |
5,832
+2
| +0% | +$97 | 0.02% | 375 |
|
|
2024
Q4 | $285K | Buy |
5,830
+8
| +0.1% | +$391 | 0.02% | 369 |
|
|
2024
Q3 | $313K | Buy |
5,822
+15
| +0.3% | +$805 | 0.02% | 359 |
|
|
2024
Q2 | $299K | Buy |
5,807
+17
| +0.3% | +$874 | 0.02% | 335 |
|
|
2024
Q1 | $294K | Buy |
5,790
+1
| +0% | +$51 | 0.02% | 328 |
|
|
2023
Q4 | $289K | Sell |
5,789
-408
| -7% | -$20.4K | 0.03% | 316 |
|
|
2023
Q3 | $287K | Buy |
+6,197
| New | +$287K | 0.03% | 283 |
|