Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $939K | Buy |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $132K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $486K | Hold |
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|
2015
Q1 | $486K | Sell |
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|
2014
Q4 | $927K | Sell |
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|
2014
Q3 | $1.55M | Sell |
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|
2014
Q2 | $1.62M | Sell |
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|
2014
Q1 | $1.83M | Sell |
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|
2013
Q4 | $2.93M | Sell |
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|
2013
Q3 | $3.33M | Buy |
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|
2013
Q2 | $424K | Buy |
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