LWM
Lodestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Sell |
15,176
-1,366
| -8% | -$75.5K | 0.41% | 69 |
|
|
2025
Q1 | $799K | Buy |
+16,542
| New | +$799K | 0.43% | 67 |
|
|
2024
Q4 | – | Sell |
-16,586
| Closed | -$891K | – | 156 |
|
|
2024
Q3 | $891K | Sell |
16,586
-2,353
| -12% | -$126K | 0.45% | 63 |
|
|
2024
Q2 | $974K | Buy |
+18,939
| New | +$974K | 0.51% | 62 |
|