IP
Intellectus Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,283
| Closed | -$60K | – | 232 |
|
|
2019
Q1 | $60K | Buy |
+1,283
| New | +$60K | 0.03% | 247 |
|
|
2018
Q4 | – | Sell |
-1,374
| Closed | -$63K | – | 309 |
|
|
2018
Q3 | $63K | Hold |
1,374
| – | – | 0.02% | 313 |
|
|
2018
Q2 | $66K | Buy |
+1,374
| New | +$66K | 0.02% | 310 |
|