Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,487
| Closed | -$801K | – | 140 |
|
|
2016
Q4 | $801K | Sell |
20,487
-215
| -1% | -$8.41K | 0.17% | 81 |
|
|
2016
Q3 | $864K | Sell |
20,702
-45
| -0.2% | -$1.88K | 0.19% | 79 |
|
|
2016
Q2 | $804K | Sell |
20,747
-540
| -3% | -$20.9K | 0.18% | 81 |
|
|
2016
Q1 | $804K | Sell |
21,287
-130
| -0.6% | -$4.91K | 0.19% | 81 |
|
|
2015
Q4 | $751K | Sell |
21,417
-2,012
| -9% | -$70.6K | 0.18% | 82 |
|
|
2015
Q3 | $834K | Buy |
+23,429
| New | +$834K | 0.21% | 77 |
|