FFG Retirement 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 | $1.95M | Buy |
35,244
+122
| +0.3% | +$6.74K | 1.22% | 31 |
|
|
2025
Q1 | $1.7M | Buy |
35,122
+4,795
| +16% | +$232K | 1.16% | 29 |
|
|
2024
Q4 | $1.48M | Sell |
30,327
-24
| -0.1% | -$1.17K | 0.97% | 32 |
|
|
2024
Q3 | $1.63M | Buy |
30,351
+88
| +0.3% | +$4.73K | 1.06% | 32 |
|
|
2024
Q2 | $1.56M | Sell |
30,263
-830
| -3% | -$42.7K | 1.08% | 32 |
|
|
2024
Q1 | $1.58M | Buy |
31,093
+910
| +3% | +$46.3K | 1.11% | 30 |
|
|
2023
Q4 | $1.51M | Buy |
30,183
+14
| +0% | +$699 | 1.16% | 26 |
|
|
2023
Q3 | $1.4M | Sell |
30,169
-172
| -0.6% | -$7.96K | 1.16% | 26 |
|
|
2023
Q2 | $1.41M | Buy |
30,341
+293
| +1% | +$13.6K | 1.13% | 25 |
|
|
2023
Q1 | $1.38M | Sell |
30,048
-2,083
| -6% | -$95.4K | 1.18% | 26 |
|
|
2022
Q4 | $1.41M | Buy |
+32,131
| New | +$1.41M | 1.29% | 26 |
|