Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Buy |
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|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $646K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $406K | Buy |
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