Leavell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $585K | Sell |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $541K | Hold |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $515K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $303K | Sell |
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|
2014
Q4 | $341K | Sell |
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|
2014
Q3 | $382K | Sell |
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|
2014
Q2 | $464K | Sell |
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|
2014
Q1 | $457K | Hold |
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|
2013
Q4 | $452K | Sell |
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|
2013
Q3 | $730K | Buy |
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|
2013
Q2 | $696K | Buy |
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