Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $3.8M | Buy |
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|
2021
Q2 | $3.84M | Sell |
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|
2021
Q1 | $3.62M | Sell |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $2.86M | Sell |
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|
2020
Q2 | $2.82M | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $3.12M | Sell |
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|
2019
Q2 | $3.55M | Sell |
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|
2019
Q1 | $3.55M | Buy |
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|
2018
Q4 | $2.75M | Sell |
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|
2018
Q3 | $3.22M | Buy |
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|
2018
Q2 | $3.35M | Buy |
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|
2018
Q1 | $3.21M | Buy |
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|
2017
Q4 | $2.69M | Sell |
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|
2017
Q3 | $2.56M | Sell |
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|
2017
Q2 | $2.41M | Sell |
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|
2017
Q1 | $2.49M | Sell |
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|
2016
Q4 | $2.41M | Sell |
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|
2016
Q3 | $3.4M | Sell |
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|
2016
Q2 | $3.18M | Buy |
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|
2016
Q1 | $3.03M | Sell |
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|
2015
Q4 | $3.31M | Sell |
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|
2015
Q3 | $4.37M | Sell |
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|
2015
Q2 | $5.8M | Buy |
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|
2015
Q1 | $5.79M | Buy |
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|
2014
Q4 | $5.19M | Sell |
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|
2014
Q3 | $7.21M | Buy |
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|
2014
Q2 | $7.46M | Buy |
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|
2014
Q1 | $7.05M | Buy |
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|
2013
Q4 | $6.84M | Buy |
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|
2013
Q3 | $6.77M | Buy |
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|
2013
Q2 | $6.31M | Buy |
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