IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,891
| Closed | -$377K | – | 372 |
|
|
2019
Q4 | $377K | Sell |
7,891
-618
| -7% | -$29.5K | 0.07% | 279 |
|
|
2019
Q3 | $376K | Buy |
+8,509
| New | +$376K | 0.07% | 265 |
|
|
2019
Q1 | – | Sell |
-16,733
| Closed | -$690K | – | 337 |
|
|
2018
Q4 | $690K | Sell |
16,733
-150
| -0.9% | -$6.19K | 0.16% | 134 |
|
|
2018
Q3 | $758K | Sell |
16,883
-122
| -0.7% | -$5.48K | 0.14% | 143 |
|
|
2018
Q2 | $782K | Buy |
17,005
+3,554
| +26% | +$163K | 0.16% | 133 |
|
|
2018
Q1 | $690K | Buy |
+13,451
| New | +$690K | 0.15% | 136 |
|