Madden Securities’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,905
| Closed | -$275K | – | 396 |
|
|
2022
Q3 | $275K | Hold |
6,905
| – | – | 0.17% | 84 |
|
|
2022
Q2 | $308K | Hold |
6,905
| – | – | 0.17% | 81 |
|
|
2022
Q1 | $368K | Hold |
6,905
| – | – | 0.17% | 78 |
|
|
2021
Q4 | $365K | Buy |
6,905
+2,495
| +57% | +$132K | 0.17% | 83 |
|
|
2021
Q3 | $236K | Hold |
4,410
| – | – | 0.13% | 99 |
|
|
2021
Q2 | $240K | Hold |
4,410
| – | – | 0.13% | 126 |
|
|
2021
Q1 | $226K | Buy |
+4,410
| New | +$226K | 0.13% | 124 |
|