HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,331
| Closed | -$233K | – | 1062 |
|
|
2024
Q3 | $233K | Buy |
4,331
+25
| +0.6% | +$1.34K | ﹤0.01% | 833 |
|
|
2024
Q2 | $222K | Buy |
4,306
+29
| +0.7% | +$1.49K | ﹤0.01% | 804 |
|
|
2024
Q1 | $218K | Buy |
4,277
+3
| +0.1% | +$153 | ﹤0.01% | 769 |
|
|
2023
Q4 | $213K | Sell |
4,274
-1,185
| -22% | -$59.2K | ﹤0.01% | 719 |
|
|
2023
Q3 | $253K | Buy |
+5,459
| New | +$253K | ﹤0.01% | 620 |
|
|
2022
Q3 | – | Sell |
-4,671
| Closed | -$209K | – | 586 |
|
|
2022
Q2 | $209K | Sell |
4,671
-1,113
| -19% | -$49.8K | ﹤0.01% | 538 |
|
|
2022
Q1 | $308K | Sell |
5,784
-1,198
| -17% | -$63.8K | 0.01% | 449 |
|
|
2021
Q4 | $369K | Buy |
+6,982
| New | +$369K | 0.01% | 351 |
|