Elevation 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 | $18.5K | Sell |
335
-75
| -18% | -$4.15K | 0.01% | 325 |
|
|
2025
Q1 | $19.8K | Hold |
410
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $20.1K | Hold |
410
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $22K | Hold |
410
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $21.1K | Hold |
410
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $20.9K | Hold |
410
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $19K | Hold |
410
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $19K | Hold |
410
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $19.1K | Hold |
410
| – | – | 0.02% | 216 |
|
|
2023
Q1 | $18.8K | Buy |
+410
| New | +$18.8K | 0.02% | 223 |
|