Farther Finance Advisors’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 | $292K | Buy |
5,291
+539
| +11% | +$29.8K | 0.01% | 1205 |
|
|
2025
Q1 | $231K | Buy |
4,752
+1,777
| +60% | +$86.4K | 0.01% | 1169 |
|
|
2024
Q4 | $146K | Sell |
2,975
-419
| -12% | -$20.5K | 0.01% | 1144 |
|
|
2024
Q3 | $182K | Buy |
3,394
+75
| +2% | +$4.03K | 0.01% | 1029 |
|
|
2024
Q2 | $171K | Buy |
3,319
+200
| +6% | +$10.3K | 0.01% | 909 |
|
|
2024
Q1 | $158K | Sell |
3,119
-221
| -7% | -$11.2K | 0.01% | 771 |
|
|
2023
Q4 | $167K | Buy |
3,340
+349
| +12% | +$17.4K | 0.01% | 615 |
|
|
2023
Q3 | $138K | Buy |
2,991
+144
| +5% | +$6.66K | 0.02% | 464 |
|
|
2023
Q2 | $132K | Sell |
2,847
-243
| -8% | -$11.3K | 0.03% | 387 |
|
|
2023
Q1 | $141K | Buy |
+3,090
| New | +$141K | 0.04% | 320 |
|