Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50,247
| Closed | -$2.68M | – | 176 |
|
|
2022
Q1 | $2.68M | Buy |
+50,247
| New | +$2.68M | 0.22% | 45 |
|
|
2019
Q3 | – | Sell |
-83,273
| Closed | -$39.5K | – | 177 |
|
|
2019
Q2 | $39.5K | Sell |
83,273
-23,825
| -22% | -$11.3K | 0.76% | 41 |
|
|
2019
Q1 | $5.05M | Buy |
107,098
+87,508
| +447% | +$4.12M | 0.96% | 35 |
|
|
2018
Q4 | $837K | Hold |
19,590
| – | – | 0.18% | 68 |
|
|
2018
Q3 | $894K | Hold |
19,590
| – | – | 0.19% | 88 |
|
|
2018
Q2 | $934K | Hold |
19,590
| – | – | 0.21% | 79 |
|
|
2018
Q1 | $1.06M | Buy |
+19,590
| New | +$1.06M | 0.28% | 77 |
|
|
2016
Q4 | – | Sell |
-71,623
| Closed | -$2.99M | – | 132 |
|
|
2016
Q3 | $2.99M | Buy |
+71,623
| New | +$2.99M | 0.62% | 51 |
|
|
2013
Q4 | – | Sell |
-8,300
| Closed | -$387K | – | 87 |
|
|
2013
Q3 | $387K | Buy |
+8,300
| New | +$387K | 0.2% | 47 |
|