MWM
Moran Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,740
| Closed | -$445K | – | 400 |
|
|
2024
Q1 | $445K | Buy |
8,740
+2,111
| +32% | +$107K | 0.01% | 333 |
|
|
2023
Q4 | $331K | Buy |
6,629
+403
| +6% | +$20.1K | 0.01% | 358 |
|
|
2023
Q3 | $288K | Buy |
6,226
+1,124
| +22% | +$52K | 0.01% | 328 |
|
|
2023
Q2 | $237K | Buy |
5,102
+729
| +17% | +$33.9K | 0.01% | 367 |
|
|
2023
Q1 | $200K | Buy |
+4,373
| New | +$200K | 0.01% | 350 |
|