Insight 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 Q2	–	Sell	-25,164	Closed	-$1.22M	–	293
2025 Q1	$1.22M	Sell	25,164 -15,559	-38%	-$763K	0.21%	73
2024 Q4	$1.99M	Buy	40,723 +3,368	+9%	+$172K	0.34%	50
2024 Q3	$2.01M	Buy	37,355 +1,963	+6%	+$102K	0.35%	47
2024 Q2	$1.82M	Buy	35,392 +5,173	+17%	+$266K	0.33%	53
2024 Q1	$1.54M	Buy	30,219 +4,303	+17%	+$213K	0.3%	61
2023 Q4	$1.29M	Sell	25,916 -10,829	-29%	-$507K	0.27%	59
2023 Q3	$1.7M	Buy	36,745 +2,053	+6%	+$98.1K	0.39%	41
2023 Q2	$1.61M	Buy	34,692 +11,172	+48%	+$519K	0.36%	41
2023 Q1	$1.08M	Buy	23,520 +4,066	+21%	+$186K	0.25%	64
2022 Q4	$856K	Sell	19,454 -9,490	-33%	-$402K	0.3%	86
2022 Q3	$1.15M	Buy	28,944 +898	+3%	+$39.6K	0.45%	52
2022 Q2	$1.25M	Buy	28,046 +7,298	+35%	+$362K	0.42%	56
2022 Q1	$1.11M	Buy	20,748 +9,080	+78%	+$477K	0.33%	83
2021 Q4	$617K	Sell	11,668 -7,898	-40%	-$416K	0.18%	137
2021 Q3	$1.02M	Sell	19,566 -4,866	-20%	-$264K	0.31%	88
2021 Q2	$1.32M	Buy	24,432 +188	+0.8%	+$10K	0.41%	61
2021 Q1	$1.3M	Buy	24,244 +1,048	+5%	+$52K	0.41%	61
2020 Q4	$1.11M	Buy	+23,196	New	+$1.03M	0.42%	62