Meridian Financial Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Hold	5,970	–	–	0.14%	88
2025 Q4	$359K	Hold	5,970	–	–	0.14%	82
2025 Q3	$341K	Sell	5,970 -21	-0.4%	-$1.19K	0.14%	86
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%	-$5.42K	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%	-$608	0.29%	44
2023 Q3	$264K	Hold	5,896	–	–	0.27%	44
2023 Q2	$284K	Sell	5,896 -1,493	-20%	-$69.3K	0.17%	70
2023 Q1	$346K	Sell	7,389 -436	-6%	-$20K	0.39%	37
2022 Q4	$364K	Buy	7,825 +641	+9%	+$27.1K	0.41%	36
2022 Q3	$283K	Buy	7,184 +253	+4%	+$11.2K	0.4%	36
2022 Q2	$310K	Buy	6,931 +1,608	+30%	+$79.8K	0.21%	71
2022 Q1	$284K	Sell	5,323 -47	-0.9%	-$2.47K	0.42%	40
2021 Q4	$287K	Buy	5,370 +196	+4%	+$10.3K	0.19%	70
2021 Q3	$274K	Hold	5,174	–	–	0.18%	71
2021 Q2	$279K	Buy	+5,174	New	+$276K	0.19%	69