Empirical Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Empirical Wealth Management’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	30,674 -686	-2%	-$44K	0.03%	274
2026 Q1	$1.88M	Buy	31,360 +396	+1%	+$24.2K	0.03%	260
2025 Q4	$1.77M	Sell	30,964 -331	-1%	-$18.8K	0.03%	255
2025 Q3	$1.79M	Buy	31,295 +113	+0.4%	+$6.4K	0.04%	251
2025 Q2	$1.72M	Buy	31,182 +902	+3%	+$46.2K	0.04%	248
2025 Q1	$1.46M	Sell	30,280 -2,194	-7%	-$108K	0.04%	253
2024 Q4	$1.59M	Buy	32,474 +950	+3%	+$48.5K	0.04%	223
2024 Q3	$1.69M	Sell	31,524 -2,460	-7%	-$128K	0.05%	204
2024 Q2	$1.75M	Sell	33,984 -2,933	-8%	-$151K	0.05%	197
2024 Q1	$1.88M	Buy	36,917 +558	+2%	+$27.6K	0.06%	183
2023 Q4	$1.82M	Sell	36,359 -1,439	-4%	-$67.3K	0.06%	177
2023 Q3	$1.75M	Sell	37,798 -785	-2%	-$37.5K	0.07%	170
2023 Q2	$1.8M	Buy	38,583 +823	+2%	+$38.2K	0.07%	167
2023 Q1	$1.73M	Buy	37,760 +774	+2%	+$35.5K	0.08%	155
2022 Q4	$1.63M	Buy	36,986 +2,919	+9%	+$124K	0.08%	152
2022 Q3	$1.36M	Buy	34,067 +1,429	+4%	+$63.1K	0.07%	166
2022 Q2	$1.46M	Buy	32,638 +2,346	+8%	+$116K	0.08%	164
2022 Q1	$1.61M	Buy	30,292 +3,945	+15%	+$207K	0.08%	156
2021 Q4	$1.39M	Buy	26,347 +2,065	+9%	+$109K	0.07%	167
2021 Q3	$1.3M	Sell	24,282 -736	-3%	-$40K	0.07%	158
2021 Q2	$1.36M	Buy	25,018 +2,717	+12%	+$145K	0.08%	147
2021 Q1	$1.14M	Buy	22,301 +2,489	+13%	+$123K	0.09%	142
2020 Q4	$945K	Buy	19,812 +580	+3%	+$25.9K	0.07%	158
2020 Q3	$795K	Buy	19,232 +737	+4%	+$30.8K	0.07%	161
2020 Q2	$721K	Sell	18,495 -82	-0.4%	-$3.04K	0.07%	163
2020 Q1	$614K	Sell	18,577 -444	-2%	-$18.8K	0.07%	153
2019 Q4	$910K	Buy	19,021 +2,101	+12%	+$96.3K	0.1%	132
2019 Q3	$750K	Buy	16,920 +1,980	+13%	+$90.6K	0.09%	132
2019 Q2	$703K	Buy	14,940 +3,740	+33%	+$174K	0.09%	123
2019 Q1	$528K	Buy	11,200 +3,647	+48%	+$167K	0.08%	137
2018 Q4	$316K	Buy	7,553 +742	+11%	+$31.5K	0.05%	154
2018 Q3	$311K	Buy	6,811 +79	+1%	+$3.71K	0.06%	162
2018 Q2	$321K	Buy	6,732 +380	+6%	+$19.7K	0.06%	143
2018 Q1	$343K	Buy	6,352 +324	+5%	+$17.6K	0.07%	121
2017 Q4	$314K	Buy	6,028 +180	+3%	+$8.94K	0.07%	110
2017 Q3	$287K	Buy	5,848 +435	+8%	+$21K	0.07%	109
2017 Q2	$248K	Buy	5,413 +23	+0.4%	+$1.04K	0.06%	116
2017 Q1	$242K	Buy	+5,390	New	+$231K	0.06%	115