Neumann Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Neumann Capital Management’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-157,417	Closed	-$9.46M	–	69
2026 Q1	$9.46M	Sell	157,417 -124	-0.1%	-$7.58K	2.79%	11
2025 Q4	$9.02M	Sell	157,541 -3,196	-2%	-$182K	2.61%	11
2025 Q3	$9.18M	Sell	160,737 -1,767	-1%	-$100K	2.68%	11
2025 Q2	$8.98M	Sell	162,504 -3,581	-2%	-$183K	2.82%	10
2025 Q1	$8.02M	Sell	166,085 -236	-0.1%	-$11.6K	2.77%	10
2024 Q4	$8.14M	Buy	166,321 +987	+0.6%	+$50.4K	2.7%	11
2024 Q3	$8.88M	Sell	165,334 -4,689	-3%	-$244K	2.95%	9
2024 Q2	$8.75M	Sell	170,023 -1,188	-0.7%	-$61.2K	3.01%	10
2024 Q1	$8.71M	Buy	171,211 +4,623	+3%	+$229K	3.1%	10
2023 Q4	$8.32M	Sell	166,588 -912	-0.5%	-$42.7K	3.3%	10
2023 Q3	$7.75M	Sell	167,500 -491	-0.3%	-$23.5K	3.38%	11
2023 Q2	$7.82M	Buy	167,991 +2,392	+1%	+$111K	3.24%	11
2023 Q1	$7.58M	Buy	165,599 +722	+0.4%	+$33.1K	3.33%	10
2022 Q4	$7.25M	Sell	164,877 -524	-0.3%	-$22.2K	3.4%	8
2022 Q3	$6.59M	Buy	165,401 +5,644	+4%	+$249K	3.39%	7
2022 Q2	$7.13M	Buy	159,757 +1,120	+0.7%	+$55.6K	3.61%	7
2022 Q1	$8.46M	Sell	158,637 -2,486	-2%	-$131K	3.59%	6
2021 Q4	$8.53M	Buy	161,123 +2,577	+2%	+$136K	3.47%	8
2021 Q3	$8.48M	Sell	158,546 -398	-0.3%	-$21.6K	3.81%	6
2021 Q2	$8.66M	Buy	158,944 +1,450	+0.9%	+$77.3K	3.89%	6
2021 Q1	$8.08M	Sell	157,494 -120	-0.1%	-$5.95K	3.84%	7
2020 Q4	$7.52M	Sell	157,614 -2,197	-1%	-$97.9K	3.8%	7
2020 Q3	$6.61M	Sell	159,811 -10,928	-6%	-$457K	3.8%	7
2020 Q2	$6.66M	Sell	170,739 -4,910	-3%	-$182K	4.08%	7
2020 Q1	$5.8M	Buy	175,649 +4,315	+3%	+$182K	4.22%	7
2019 Q4	$8.19M	Buy	171,334 +3,884	+2%	+$178K	4.76%	4
2019 Q3	$7.42M	Buy	167,450 +518	+0.3%	+$23.7K	4.59%	7
2019 Q2	$7.85M	Buy	166,932 +6,771	+4%	+$315K	4.87%	4
2019 Q1	$7.54M	Buy	160,161 +39,765	+33%	+$1.82M	4.82%	4
2018 Q4	$5.04M	Sell	120,396 -3,876	-3%	-$165K	3.8%	8
2018 Q3	$5.67M	Sell	124,272 -828	-0.7%	-$38.9K	3.34%	9
2018 Q2	$5.97M	Buy	125,100 +16,296	+15%	+$845K	3.75%	6
2018 Q1	$5.88M	Buy	108,804 +15,251	+16%	+$827K	3.74%	6
2017 Q4	$4.88M	Buy	93,553 +6,674	+8%	+$331K	3.01%	9
2017 Q3	$4.26M	Buy	86,879 +2,278	+3%	+$110K	2.66%	13
2017 Q2	$3.87M	Buy	84,601 +11,720	+16%	+$533K	2.51%	14
2017 Q1	$3.27M	Buy	72,881 +5,950	+9%	+$255K	2.14%	15
2016 Q4	$2.62M	Buy	66,931 +3,335	+5%	+$134K	1.7%	21
2016 Q3	$2.65M	Sell	63,596 -505	-0.8%	-$20.9K	1.78%	17
2016 Q2	$2.48M	Buy	64,101 +3,065	+5%	+$115K	1.66%	17
2016 Q1	$2.31M	Buy	61,036 +10,600	+21%	+$364K	1.53%	23
2015 Q4	$1.77M	Sell	50,436 -20,970	-29%	-$770K	1.24%	29
2015 Q3	$2.54M	Buy	71,406 +935	+1%	+$36.1K	1.81%	17
2015 Q2	$3.06M	Buy	70,471 +4,290	+6%	+$196K	1.97%	18
2015 Q1	$2.93M	Buy	66,181 +8,735	+15%	+$383K	1.88%	18
2014 Q4	$2.48M	Buy	+57,446	New	+$2.56M	1.63%	19