Kathleen S. Wright Associates’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
Q3 | $651K | Hold |
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|
2025
Q2 | $630K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $760K | Sell |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $996K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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