Great Point Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.67M | Sell |
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|
2024
Q4 | $3.79M | Sell |
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|
2024
Q3 | $4.53M | Sell |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $12.8M | Sell |
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|
2022
Q1 | $16.4M | Sell |
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|
2021
Q4 | $16.3M | Buy |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $16.2M | Buy |
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|
2021
Q1 | $14.6M | Buy |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $9.94M | Hold |
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|
2020
Q2 | $9.94M | Buy |
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|
2020
Q1 | $7.92M | Buy |
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|
2019
Q4 | $11.3M | Buy |
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|
2019
Q3 | $9.87M | Buy |
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|
2019
Q2 | $9.23M | Buy |
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|
2019
Q1 | $8.85M | Buy |
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|
2018
Q4 | $7.33M | Buy |
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