Meridian Financial Partners’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 | $331K | Hold |
5,991
| – | – | 0.16% | 87 |
|
|
2025
Q1 | $289K | Hold |
5,991
| – | – | 0.15% | 88 |
|
|
2024
Q4 | $293K | Sell |
5,991
-106
| -2% | -$5.18K | 0.15% | 83 |
|
|
2024
Q3 | $327K | Hold |
6,097
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $318K | Hold |
6,097
| – | – | 0.19% | 68 |
|
|
2024
Q1 | $302K | Buy |
6,097
+214
| +4% | +$10.6K | 0.39% | 33 |
|
|
2023
Q4 | $280K | Sell |
5,883
-13
| -0.2% | -$619 | 0.29% | 44 |
|
|
2023
Q3 | $264K | Hold |
5,896
| – | – | 0.27% | 44 |
|
|
2023
Q2 | $284K | Sell |
5,896
-1,493
| -20% | -$71.9K | 0.17% | 70 |
|
|
2023
Q1 | $346K | Sell |
7,389
-436
| -6% | -$20.4K | 0.39% | 37 |
|
|
2022
Q4 | $364K | Buy |
7,825
+641
| +9% | +$29.8K | 0.41% | 36 |
|
|
2022
Q3 | $283K | Buy |
7,184
+253
| +4% | +$9.97K | 0.4% | 36 |
|
|
2022
Q2 | $310K | Buy |
6,931
+1,608
| +30% | +$71.9K | 0.21% | 71 |
|
|
2022
Q1 | $284K | Sell |
5,323
-47
| -0.9% | -$2.51K | 0.42% | 40 |
|
|
2021
Q4 | $287K | Buy |
5,370
+196
| +4% | +$10.5K | 0.19% | 70 |
|
|
2021
Q3 | $274K | Hold |
5,174
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $279K | Buy |
+5,174
| New | +$279K | 0.19% | 69 |
|