MWA
MFA Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
32,336
-240,974
| -88% | -$13.3M | 0.42% | 42 |
|
|
2025
Q1 | $13.2M | Buy |
273,310
+16,358
| +6% | +$790K | 3.27% | 8 |
|
|
2024
Q4 | $12.6M | Buy |
256,952
+25,748
| +11% | +$1.26M | 3.22% | 11 |
|
|
2024
Q3 | $12.4M | Sell |
231,204
-3,930
| -2% | -$211K | 2.71% | 11 |
|
|
2024
Q2 | $12.1M | Buy |
235,134
+737
| +0.3% | +$37.9K | 2.64% | 12 |
|
|
2024
Q1 | $11.9M | Buy |
234,397
+313
| +0.1% | +$15.9K | 3.13% | 11 |
|
|
2023
Q4 | $11.7M | Buy |
234,084
+5,570
| +2% | +$278K | 3.29% | 11 |
|
|
2023
Q3 | $10.6M | Buy |
228,514
+6,346
| +3% | +$294K | 3.28% | 9 |
|
|
2023
Q2 | $10.3M | Buy |
222,168
+4,934
| +2% | +$230K | 3.25% | 12 |
|
|
2023
Q1 | $9.95M | Buy |
+217,234
| New | +$9.95M | 3.27% | 10 |
|