LWP
Laurel Wealth Planning’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,762
| Closed | -$230K | – | 57 |
|
|
2025
Q1 | $230K | Sell |
4,762
-103,647
| -96% | -$5.01M | 0.15% | 52 |
|
|
2024
Q4 | $5.3M | Sell |
108,409
-13,552
| -11% | -$663K | 3.42% | 11 |
|
|
2024
Q3 | $6.55M | Sell |
121,961
-7,193
| -6% | -$386K | 4.28% | 8 |
|
|
2024
Q2 | $6.64M | Buy |
129,154
+3,916
| +3% | +$201K | 4.62% | 8 |
|
|
2024
Q1 | $6.37M | Buy |
125,238
+11,788
| +10% | +$600K | 4.23% | 9 |
|
|
2023
Q4 | $5.66M | Buy |
113,450
+94,390
| +495% | +$4.71M | 4.01% | 9 |
|
|
2023
Q3 | $882K | Buy |
19,060
+2,127
| +13% | +$98.4K | 0.69% | 34 |
|
|
2023
Q2 | $788K | Buy |
16,933
+2,963
| +21% | +$138K | 0.56% | 38 |
|
|
2023
Q1 | $640K | Buy |
13,970
+2,506
| +22% | +$115K | 0.42% | 43 |
|
|
2022
Q4 | $504K | Buy |
+11,464
| New | +$504K | 0.33% | 46 |
|