Family 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 | $1.9M | Sell |
34,324
-115
| -0.3% | -$6.35K | 0.76% | 28 |
|
|
2025
Q1 | $1.66M | Sell |
34,439
-356
| -1% | -$17.2K | 0.76% | 29 |
|
|
2024
Q4 | $1.7M | Buy |
34,795
+5,025
| +17% | +$246K | 0.81% | 28 |
|
|
2024
Q3 | $1.6M | Sell |
29,770
-1,322
| -4% | -$71K | 0.82% | 29 |
|
|
2024
Q2 | $1.6M | Buy |
31,092
+642
| +2% | +$33K | 0.83% | 29 |
|
|
2024
Q1 | $1.55M | Sell |
30,450
-2,160
| -7% | -$110K | 0.88% | 29 |
|
|
2023
Q4 | $1.63M | Buy |
+32,610
| New | +$1.63M | 1.26% | 30 |
|