GHP Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$171K | 0.01% | 376 |
|