Kovitz Investment Group Partners’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 | $16.5M | Buy |
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|
2025
Q2 | $15.7M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $917K | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $980K | Sell |
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|
2020
Q4 | $917K | Sell |
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|
2020
Q3 | $800K | Sell |
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|
2020
Q2 | $818K | Sell |
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|
2020
Q1 | $700K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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