Montag & Associates’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 | $22.8K | Hold |
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|
2025
Q2 | $22.1K | Sell |
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|
2025
Q1 | $49.1K | Buy |
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|
2024
Q4 | $49.7K | Buy |
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|
2024
Q3 | $54.4K | Buy |
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|
2024
Q2 | $51.7K | Sell |
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|
2024
Q1 | $52.2K | Hold |
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|
2023
Q4 | $51.2K | Buy |
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|
2023
Q3 | $47.2K | Buy |
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|
2023
Q2 | $47K | Buy |
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|
2023
Q1 | $45.7K | Buy |
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|
2022
Q4 | $43.8K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $44K | Buy |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $52K | Buy |
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|
2021
Q1 | $48K | Buy |
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|
2020
Q4 | $45K | Buy |
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