FIM
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Freedom Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Freedom Investment Management’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,966
Closed -$210K – 821
2021
Q4 		$210K Buy
3,966
+164
+4% +$8.63K 0.02% 794
2021
Q3 		$203K Sell
3,802
-534
-12% -$29K 0.02% 767
2021
Q2 		$236K Buy
4,336
+173
+4% +$9.23K 0.02% 774
2021
Q1 		$214K Buy
+4,163
New +$207K 0.02% 771
2019
Q1 		– Sell
-5,409
Closed -$227K – 707
2018
Q4 		$227K Sell
5,409
-300
-5% -$12.7K 0.02% 661
2018
Q3 		$264K Buy
+5,709
New +$268K 0.02% 750

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PP
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WA
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Morgan Stanley
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Wells Fargo
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National Bank of Canada
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FPIS
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BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return