Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
4,901
| – | – | 0.01% | 847 |
|
|
2025
Q1 | $237K | Hold |
4,901
| – | – | 0.01% | 892 |
|
|
2024
Q4 | $240K | Sell |
4,901
-202
| -4% | -$9.88K | 0.01% | 866 |
|
|
2024
Q3 | $274K | Sell |
5,103
-319
| -6% | -$17.1K | 0.01% | 756 |
|
|
2024
Q2 | $279K | Hold |
5,422
| – | – | 0.01% | 689 |
|
|
2024
Q1 | $276K | Hold |
5,422
| – | – | 0.01% | 662 |
|
|
2023
Q4 | $271K | Sell |
5,422
-590
| -10% | -$29.5K | 0.01% | 637 |
|
|
2023
Q3 | $278K | Hold |
6,012
| – | – | 0.01% | 586 |
|
|
2023
Q2 | $280K | Buy |
+6,012
| New | +$280K | 0.01% | 587 |
|