Jones Financial Companies’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
2026
Q1
$273K Buy
4,639
+852
+22% +$52.1K ﹤0.01% 2281
2025
Q4
$217K Sell
3,787
-1,137
-23% -$64.6K ﹤0.01% 1871
2025
Q3
$279K Buy
4,924
+835
+20% +$47.3K ﹤0.01% 1649
2025
Q2
$224K Buy
4,089
+12
+0.3% +$614 ﹤0.01% 1621
2025
Q1
$198K Buy
4,077
+197
+5% +$9.66K ﹤0.01% 1497
2024
Q4
$190K Buy
3,880
+2,388
+160% +$122K ﹤0.01% 1379
2024
Q3
$80.8K Buy
1,492
+1,013
+211% +$52.8K ﹤0.01% 1472
2024
Q2
$24.7K Buy
+479
New +$24.7K ﹤0.01% 1480

Other funds holding DGS