JFS Wealth 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 | $424K | Sell |
|
|||||
|
2025
Q1 | $372K | Sell |
|
|||||
|
2024
Q4 | $381K | Sell |
|
|||||
|
2024
Q3 | $453K | Buy |
|
|||||
|
2024
Q2 | $427K | Sell |
|
|||||
|
2024
Q1 | $460K | Sell |
|
|||||
|
2023
Q4 | $462K | Sell |
|
|||||
|
2023
Q3 | $445K | Sell |
|
|||||
|
2023
Q2 | $468K | Buy |
|
|||||
|
2023
Q1 | $457K | Sell |
|
|||||
|
2022
Q4 | $448K | Sell |
|
|||||
|
2022
Q3 | $464K | Sell |
|
|||||
|
2022
Q2 | $580K | Sell |
|
|||||
|
2022
Q1 | $693K | Sell |
|
|||||
|
2021
Q4 | $692K | Buy |
|
|||||
|
2021
Q3 | $696K | Sell |
|
|||||
|
2021
Q2 | $730K | Buy |
|
|||||
|
2021
Q1 | $684K | Sell |
|
|||||
|
2020
Q4 | $743K | Sell |
|
|||||
|
2020
Q3 | $708K | Sell |
|
|||||
|
2020
Q2 | $685K | Sell |
|
|||||
|
2020
Q1 | $689K | Buy |
|
|||||
|
2019
Q4 | $984K | Buy |
|
|||||
|
2019
Q3 | $903K | Buy |
|
|||||
|
2019
Q2 | $950K | Sell |
|
|||||
|
2019
Q1 | $979K | Sell |
|
|||||
|
2018
Q4 | $943K | Sell |
|
|||||
|
2018
Q3 | $1.04M | Sell |
|
|||||
|
2018
Q2 | $1.11M | Sell |
|
|||||
|
2018
Q1 | $1.39M | Sell |
|
|||||
|
2017
Q4 | $1.61M | Sell |
|
|||||
|
2017
Q3 | $1.59M | Sell |
|
|||||
|
2017
Q2 | $1.59M | Sell |
|
|||||
|
2017
Q1 | $1.9M | Hold |
|
|||||
|
2016
Q4 | $1.9M | Sell |
|
|||||
|
2016
Q3 | $2.84M | Sell |
|
|||||
|
2016
Q2 | $3.3M | Sell |
|
|||||
|
2016
Q1 | $3.3M | Buy |
|
|||||
|
2015
Q4 | $2.94M | Sell |
|
|||||
|
2015
Q3 | $3.09M | Buy |
|
|||||
|
2015
Q2 | $3.56M | Buy |
|
|||||
|
2015
Q1 | $3.62M | Buy |
|
|||||
|
2014
Q4 | $3.53M | Buy |
|
|||||
|
2014
Q3 | $3.64M | Sell |
|
|||||
|
2014
Q2 | $3.83M | Sell |
|
|||||
|
2014
Q1 | $4.49M | Sell |
|
|||||
|
2013
Q4 | $5.42M | Buy |
|
|||||
|
2013
Q3 | $5.04M | Buy |
|
|||||
|
2013
Q2 | $4.37M | Buy |
|