IA
Insight Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,164
| Closed | -$1.22M | – | 284 |
|
|
2025
Q1 | $1.22M | Sell |
25,164
-15,559
| -38% | -$752K | 0.21% | 72 |
|
|
2024
Q4 | $1.99M | Buy |
40,723
+3,368
| +9% | +$165K | 0.34% | 48 |
|
|
2024
Q3 | $2.01M | Buy |
37,355
+1,963
| +6% | +$105K | 0.35% | 46 |
|
|
2024
Q2 | $1.82M | Buy |
35,392
+5,173
| +17% | +$266K | 0.33% | 51 |
|
|
2024
Q1 | $1.54M | Buy |
30,219
+4,303
| +17% | +$219K | 0.3% | 60 |
|
|
2023
Q4 | $1.29M | Sell |
25,916
-10,829
| -29% | -$541K | 0.27% | 59 |
|
|
2023
Q3 | $1.7M | Buy |
36,745
+2,053
| +6% | +$95K | 0.39% | 41 |
|
|
2023
Q2 | $1.61M | Buy |
34,692
+11,172
| +48% | +$520K | 0.36% | 41 |
|
|
2023
Q1 | $1.08M | Buy |
23,520
+4,066
| +21% | +$186K | 0.25% | 63 |
|
|
2022
Q4 | $856K | Sell |
19,454
-9,490
| -33% | -$417K | 0.3% | 86 |
|
|
2022
Q3 | $1.15M | Buy |
28,944
+898
| +3% | +$35.8K | 0.45% | 52 |
|
|
2022
Q2 | $1.25M | Buy |
28,046
+7,298
| +35% | +$325K | 0.42% | 56 |
|
|
2022
Q1 | $1.11M | Buy |
20,748
+9,080
| +78% | +$484K | 0.33% | 83 |
|
|
2021
Q4 | $617K | Sell |
11,668
-7,898
| -40% | -$418K | 0.18% | 137 |
|
|
2021
Q3 | $1.03M | Sell |
19,566
-4,866
| -20% | -$255K | 0.31% | 88 |
|
|
2021
Q2 | $1.32M | Buy |
24,432
+188
| +0.8% | +$10.2K | 0.41% | 61 |
|
|
2021
Q1 | $1.3M | Buy |
24,244
+1,048
| +5% | +$56.2K | 0.41% | 61 |
|
|
2020
Q4 | $1.11M | Buy |
+23,196
| New | +$1.11M | 0.42% | 62 |
|