IFP 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
Q3 | $106K | Sell |
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|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q3 | $81.7K | Buy |
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|
2024
Q2 | $27K | Sell |
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|
2024
Q1 | $83.2K | Sell |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $75K | Buy |
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|
2023
Q2 | $73.2K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $706K | Sell |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $564K | Hold |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $179K | Sell |
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|
2021
Q2 | $185K | Buy |
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|
2021
Q1 | $150K | Sell |
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|
2020
Q4 | $198K | Buy |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $130K | Sell |
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|
2019
Q3 | $846K | Buy |
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|
2019
Q1 | $16K | Sell |
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|
2018
Q4 | $67K | Sell |
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|
2018
Q3 | $132K | Sell |
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|
2018
Q2 | $143K | Buy |
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|
2018
Q1 | $72K | Hold |
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|
2017
Q4 | $72K | Buy |
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|
2017
Q3 | $37K | Buy |
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|
2017
Q2 | $32K | Buy |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $33K | Sell |
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|
2016
Q3 | $38K | Buy |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $16K | Sell |
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|
2015
Q4 | $27K | Buy |
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