GHP Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,200	Closed	-$183K	–	1445
2025 Q4	$183K	Hold	3,200	–	–	0.01%	397
2025 Q3	$183K	Hold	3,200	–	–	0.01%	393
2025 Q2	$177K	Hold	3,200	–	–	0.01%	389
2025 Q1	$155K	Hold	3,200	–	–	0.01%	393
2024 Q4	$157K	Hold	3,200	–	–	0.01%	395
2024 Q3	$172K	Hold	3,200	–	–	0.01%	395
2024 Q2	$165K	Hold	3,200	–	–	0.01%	391
2024 Q1	$163K	Hold	3,200	–	–	0.01%	394
2023 Q4	$160K	Hold	3,200	–	–	0.01%	386
2023 Q3	$146K	Hold	3,200	–	–	0.01%	389
2023 Q2	$152K	Hold	3,200	–	–	0.01%	391
2023 Q1	$147K	Hold	3,200	–	–	0.01%	395
2022 Q4	$141K	Hold	3,200	–	–	0.01%	398
2022 Q3	$127K	Hold	3,200	–	–	0.01%	395
2022 Q2	$143K	Hold	3,200	–	–	0.01%	379
2022 Q1	$171K	Buy	+3,200	New	+$168K	0.01%	376