LGWM
Litman Gregory Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-279
| Closed | -$13K | – | 14 |
|
|
2014
Q2 | $13K | Hold |
279
| – | – | 0.02% | 17 |
|
|
2014
Q1 | $13K | Hold |
279
| – | – | 0.02% | 22 |
|
|
2013
Q4 | $13K | Buy |
+279
| New | +$13K | 0.02% | 25 |
|
|
2013
Q3 | – | Sell |
-5,376
| Closed | -$248K | – | 11 |
|
|
2013
Q2 | $248K | Buy |
+5,376
| New | +$248K | 0.28% | 13 |
|