Global Retirement Partners’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
2025 Q4	$2.31M	Buy	40,339 +690	+2%	+$39.2K	0.04%	395
2025 Q3	$2.26M	Sell	39,649 -114	-0.3%	-$6.46K	0.05%	326
2025 Q2	$2.2M	Buy	+39,763	New	+$2.04M	0.05%	316
2024 Q4	$1.97M	Buy	40,292 +545	+1%	+$27.8K	0.06%	302
2024 Q3	$2.13M	Sell	39,747 -15	-0%	-$781	0.06%	275
2024 Q2	$2.05M	Buy	39,762 +375	+1%	+$19.3K	0.06%	274
2024 Q1	$2M	Buy	39,387 +3,500	+10%	+$173K	0.07%	239
2023 Q4	$1.72M	Sell	35,887 -4,972	-12%	-$233K	0.07%	240
2023 Q3	$1.85M	Buy	40,859 +10,662	+35%	+$509K	0.09%	198
2023 Q2	$1.41M	Buy	30,197 +4,526	+18%	+$210K	0.07%	256
2023 Q1	$1.18M	Buy	25,671 +24,256	+1,714%	+$1.11M	0.06%	275
2022 Q4	$62.2K	Buy	1,415 +404	+40%	+$17.1K	﹤0.01%	997
2022 Q3	$40K	Buy	1,011 +55	+6%	+$2.43K	﹤0.01%	1109
2022 Q2	$43K	Hold	956	–	–	﹤0.01%	1045
2022 Q1	$47K	Buy	+956	New	+$50.2K	﹤0.01%	1006
2019 Q1	–	Sell	-941	Closed	-$39K	–	1524
2018 Q4	$39K	Hold	941	–	–	0.01%	563
2018 Q3	$43K	Buy	941 +199	+27%	+$9.35K	0.01%	599
2018 Q2	$35K	Sell	742 -112	-13%	-$5.81K	0.01%	630
2018 Q1	$46K	Hold	854	–	–	0.01%	544
2017 Q4	$45K	Sell	854 -175	-17%	-$8.69K	0.01%	517
2017 Q3	$50K	Buy	1,029 +225	+28%	+$10.8K	0.02%	434
2017 Q2	$37K	Buy	804 +93	+13%	+$4.23K	0.02%	470
2017 Q1	$32K	Buy	711 +493	+226%	+$21.1K	0.02%	450
2016 Q4	$9K	Buy	+218	New	+$8.73K	0.01%	711