Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34
| Closed | -$1.11K | – | 220 |
|
|
2020
Q1 | $1.11K | Buy |
34
+14
| +70% | +$456 | ﹤0.01% | 462 |
|
|
2019
Q4 | $48K | Buy |
20
+15
| +300% | +$36K | 0.03% | 667 |
|
|
2019
Q3 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 1276 |
|
|
2019
Q2 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 1323 |
|
|
2019
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1365 |
|
|
2018
Q3 | $39K | Buy |
979
+91
| +10% | +$3.63K | 0.04% | 383 |
|
|
2018
Q2 | $42K | Buy |
888
+409
| +85% | +$19.3K | 0.04% | 367 |
|
|
2018
Q1 | $25K | Buy |
+479
| New | +$25K | 0.03% | 487 |
|