KLR Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $363K | Sell |
7,275
-1,064
| -13% | -$53.1K | 0.26% | 110 |
|
|
2023
Q4 | $416K | Buy |
8,339
+394
| +5% | +$19.7K | 0.3% | 97 |
|
|
2023
Q3 | $364K | Sell |
7,945
-86
| -1% | -$3.94K | 0.33% | 96 |
|
|
2023
Q2 | $374K | Sell |
8,031
-248
| -3% | -$11.5K | 0.31% | 109 |
|
|
2023
Q1 | $379K | Buy |
8,279
+209
| +3% | +$9.57K | 0.33% | 97 |
|
|
2022
Q4 | $355K | Buy |
+8,070
| New | +$355K | 0.29% | 111 |
|