MWA
Moser Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
14,476
-8,485
| -37% | -$469K | 0.38% | 50 |
|
|
2025
Q1 | $1.11M | Sell |
22,961
-697
| -3% | -$33.7K | 0.58% | 35 |
|
|
2024
Q4 | $1.16M | Sell |
23,658
-1,563
| -6% | -$76.5K | 0.6% | 36 |
|
|
2024
Q3 | $1.35M | Buy |
25,221
+151
| +0.6% | +$8.11K | 0.7% | 36 |
|
|
2024
Q2 | $1.29M | Sell |
25,070
-243
| -1% | -$12.5K | 0.7% | 35 |
|
|
2024
Q1 | $1.29M | Buy |
25,313
+2,751
| +12% | +$140K | 0.72% | 35 |
|
|
2023
Q4 | $1.13M | Buy |
22,562
+573
| +3% | +$28.6K | 0.72% | 34 |
|
|
2023
Q3 | $1.02M | Sell |
21,989
-32
| -0.1% | -$1.48K | 0.71% | 32 |
|
|
2023
Q2 | $1.02M | Buy |
+22,021
| New | +$1.02M | 0.69% | 36 |
|
|
2022
Q4 | $981K | Sell |
22,297
-1,743
| -7% | -$76.7K | 0.74% | 34 |
|
|
2022
Q3 | $957K | Sell |
24,040
-329
| -1% | -$13.1K | 0.75% | 36 |
|
|
2022
Q2 | $1.09M | Buy |
24,369
+667
| +3% | +$29.8K | 0.81% | 33 |
|
|
2022
Q1 | $1.26M | Buy |
23,702
+2,744
| +13% | +$146K | 0.79% | 31 |
|
|
2021
Q4 | $1.11M | Buy |
20,958
+11
| +0.1% | +$582 | 0.67% | 37 |
|
|
2021
Q3 | $1.12M | Buy |
20,947
+327
| +2% | +$17.5K | 0.72% | 34 |
|
|
2021
Q2 | $1.12M | Buy |
20,620
+310
| +2% | +$16.9K | 0.72% | 34 |
|
|
2021
Q1 | $1.04M | Buy |
20,310
+9
| +0% | +$462 | 0.73% | 34 |
|
|
2020
Q4 | $969K | Sell |
20,301
-1,159
| -5% | -$55.3K | 0.71% | 36 |
|
|
2020
Q3 | $887K | Sell |
21,460
-459
| -2% | -$19K | 0.71% | 32 |
|
|
2020
Q2 | $855K | Buy |
21,919
+860
| +4% | +$33.5K | 0.82% | 30 |
|
|
2020
Q1 | $696K | Buy |
21,059
+1
| +0% | +$33 | 0.81% | 30 |
|
|
2019
Q4 | $1.01M | Buy |
+21,058
| New | +$1.01M | 0.97% | 25 |
|