Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-17
| Closed | -$1K | – | 681 |
|
|
2017
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 626 |
|
|
2017
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 646 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 627 |
|
|
2016
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 636 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 617 |
|
|
2016
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 616 |
|
|
2016
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 582 |
|
|
2015
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 608 |
|
|
2015
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 612 |
|
|
2015
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 600 |
|
|
2015
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 620 |
|
|
2014
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 607 |
|
|
2014
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 620 |
|
|
2014
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 617 |
|
|
2014
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 580 |
|
|
2013
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 580 |
|
|
2013
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 543 |
|