Marathon Strategic Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
31,405
+806
| +3% | +$44.5K | 1.61% | 17 |
|
|
2025
Q1 | $1.48M | Buy |
30,599
+422
| +1% | +$20.4K | 1.59% | 17 |
|
|
2024
Q4 | $1.48M | Buy |
30,177
+1,819
| +6% | +$89K | 1.6% | 16 |
|
|
2024
Q3 | $1.52M | Buy |
28,358
+2,001
| +8% | +$107K | 1.61% | 16 |
|
|
2024
Q2 | $1.36M | Buy |
26,357
+237
| +0.9% | +$12.2K | 1.58% | 17 |
|
|
2024
Q1 | $1.33M | Buy |
26,120
+538
| +2% | +$27.4K | 1.62% | 13 |
|
|
2023
Q4 | $1.28M | Buy |
+25,582
| New | +$1.28M | 1.73% | 16 |
|