Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,966
| Closed | -$210K | – | 821 |
|
|
2021
Q4 | $210K | Buy |
3,966
+164
| +4% | +$8.68K | 0.02% | 794 |
|
|
2021
Q3 | $203K | Sell |
3,802
-534
| -12% | -$28.5K | 0.02% | 767 |
|
|
2021
Q2 | $236K | Buy |
4,336
+173
| +4% | +$9.42K | 0.02% | 774 |
|
|
2021
Q1 | $214K | Buy |
+4,163
| New | +$214K | 0.02% | 771 |
|
|
2019
Q1 | – | Sell |
-5,409
| Closed | -$227K | – | 707 |
|
|
2018
Q4 | $227K | Sell |
5,409
-300
| -5% | -$12.6K | 0.02% | 661 |
|
|
2018
Q3 | $264K | Buy |
+5,709
| New | +$264K | 0.02% | 750 |
|