Moser Wealth Advisors’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
Q2 | $800K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $957K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $969K | Sell |
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|
2020
Q3 | $887K | Sell |
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|
2020
Q2 | $855K | Buy |
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|
2020
Q1 | $696K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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