Marion Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,578
| Closed | -$1.23M | – | 121 |
|
|
2023
Q3 | $1.23M | Buy |
26,578
+478
| +2% | +$22.1K | 0.43% | 51 |
|
|
2023
Q2 | $1.21M | Buy |
26,100
+496
| +2% | +$23.1K | 0.43% | 48 |
|
|
2023
Q1 | $1.17M | Buy |
25,604
+1,502
| +6% | +$68.8K | 0.44% | 48 |
|
|
2022
Q4 | $1.06M | Buy |
24,102
+3,743
| +18% | +$165K | 0.45% | 51 |
|
|
2022
Q3 | $811K | Buy |
20,359
+1,284
| +7% | +$51.1K | 0.42% | 49 |
|
|
2022
Q2 | $852K | Sell |
19,075
-1,687
| -8% | -$75.4K | 0.45% | 46 |
|
|
2022
Q1 | $1.11M | Buy |
20,762
+293
| +1% | +$15.6K | 0.54% | 46 |
|
|
2021
Q4 | $1.08M | Buy |
+20,469
| New | +$1.08M | 0.51% | 47 |
|