EWM
Empirical Wealth Management’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
Q2 | $1.72M | Buy |
31,182
+902
| +3% | +$49.8K | 0.04% | 247 |
|
|
2025
Q1 | $1.46M | Sell |
30,280
-2,194
| -7% | -$106K | 0.04% | 251 |
|
|
2024
Q4 | $1.59M | Buy |
32,474
+950
| +3% | +$46.5K | 0.04% | 222 |
|
|
2024
Q3 | $1.69M | Sell |
31,524
-2,460
| -7% | -$132K | 0.05% | 201 |
|
|
2024
Q2 | $1.75M | Sell |
33,984
-2,933
| -8% | -$151K | 0.05% | 196 |
|
|
2024
Q1 | $1.88M | Buy |
36,917
+558
| +2% | +$28.4K | 0.06% | 182 |
|
|
2023
Q4 | $1.82M | Sell |
36,359
-1,439
| -4% | -$71.8K | 0.06% | 176 |
|
|
2023
Q3 | $1.75M | Sell |
37,798
-785
| -2% | -$36.3K | 0.07% | 169 |
|
|
2023
Q2 | $1.8M | Buy |
38,583
+823
| +2% | +$38.3K | 0.07% | 166 |
|
|
2023
Q1 | $1.73M | Buy |
37,760
+774
| +2% | +$35.4K | 0.08% | 155 |
|
|
2022
Q4 | $1.63M | Buy |
36,986
+2,919
| +9% | +$128K | 0.08% | 152 |
|
|
2022
Q3 | $1.36M | Buy |
34,067
+1,429
| +4% | +$56.9K | 0.07% | 166 |
|
|
2022
Q2 | $1.46M | Buy |
32,638
+2,346
| +8% | +$105K | 0.08% | 164 |
|
|
2022
Q1 | $1.62M | Buy |
30,292
+3,945
| +15% | +$210K | 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% | -$39.4K | 0.07% | 158 |
|
|
2021
Q2 | $1.36M | Buy |
25,018
+2,717
| +12% | +$148K | 0.08% | 147 |
|
|
2021
Q1 | $1.14M | Buy |
22,301
+2,489
| +13% | +$128K | 0.09% | 141 |
|
|
2020
Q4 | $945K | Buy |
19,812
+580
| +3% | +$27.7K | 0.07% | 157 |
|
|
2020
Q3 | $795K | Buy |
19,232
+737
| +4% | +$30.5K | 0.07% | 161 |
|
|
2020
Q2 | $721K | Sell |
18,495
-82
| -0.4% | -$3.2K | 0.07% | 162 |
|
|
2020
Q1 | $614K | Sell |
18,577
-444
| -2% | -$14.7K | 0.07% | 150 |
|
|
2019
Q4 | $910K | Buy |
19,021
+2,101
| +12% | +$101K | 0.1% | 129 |
|
|
2019
Q3 | $750K | Buy |
16,920
+1,980
| +13% | +$87.8K | 0.09% | 130 |
|
|
2019
Q2 | $703K | Buy |
14,940
+3,740
| +33% | +$176K | 0.09% | 122 |
|
|
2019
Q1 | $528K | Buy |
11,200
+3,647
| +48% | +$172K | 0.08% | 137 |
|
|
2018
Q4 | $316K | Buy |
7,553
+742
| +11% | +$31K | 0.05% | 153 |
|
|
2018
Q3 | $311K | Buy |
6,811
+79
| +1% | +$3.61K | 0.06% | 161 |
|
|
2018
Q2 | $321K | Buy |
6,732
+380
| +6% | +$18.1K | 0.06% | 143 |
|
|
2018
Q1 | $343K | Buy |
6,352
+324
| +5% | +$17.5K | 0.07% | 121 |
|
|
2017
Q4 | $314K | Buy |
6,028
+180
| +3% | +$9.38K | 0.07% | 110 |
|
|
2017
Q3 | $287K | Buy |
5,848
+435
| +8% | +$21.3K | 0.07% | 109 |
|
|
2017
Q2 | $248K | Buy |
5,413
+23
| +0.4% | +$1.05K | 0.06% | 116 |
|
|
2017
Q1 | $242K | Buy |
+5,390
| New | +$242K | 0.06% | 115 |
|