Halbert Hargrove Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $396K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $2.48M | Sell |
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|
2019
Q3 | $2.51M | Sell |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $4.21M | Sell |
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|
2018
Q4 | $5.2M | Sell |
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|
2018
Q3 | $6.53M | Sell |
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|
2018
Q2 | $7.1M | Sell |
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|
2018
Q1 | $8.21M | Sell |
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|
2017
Q4 | $8.89M | Sell |
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|
2017
Q3 | $10.7M | Sell |
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|
2017
Q2 | $13.3M | Sell |
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|
2017
Q1 | $39.2M | Sell |
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|
2016
Q4 | $34.8M | Sell |
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|
2016
Q3 | $37.3M | Sell |
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|
2016
Q2 | $34.9M | Sell |
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|
2016
Q1 | $34.2M | Buy |
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|
2015
Q4 | $27.9M | Buy |
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|
2015
Q3 | $27.1M | Buy |
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|
2015
Q2 | $28.3M | Sell |
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|
2015
Q1 | $29M | Buy |
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|
2014
Q4 | $27.6M | Sell |
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|
2014
Q3 | $31.1M | Buy |
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|
2014
Q2 | $31.5M | Buy |
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|
2014
Q1 | $30.5M | Buy |
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|
2013
Q4 | $28.5M | Buy |
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|
2013
Q3 | $27.6M | Buy |
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|
2013
Q2 | $25.7M | Buy |
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