NewEdge Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52
| Closed | -$2.53K | – | 4027 |
|
|
2025
Q1 | $2.53K | Sell |
52
-101
| -66% | -$4.92K | ﹤0.01% | 3459 |
|
|
2024
Q4 | $7.48K | Sell |
153
-13
| -8% | -$636 | ﹤0.01% | 3116 |
|
|
2024
Q3 | $8.92K | Buy |
166
+6
| +4% | +$322 | ﹤0.01% | 2979 |
|
|
2024
Q2 | $8.23K | Hold |
160
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q1 | $8.14K | Hold |
160
| – | – | ﹤0.01% | 2963 |
|
|
2023
Q4 | $7.99K | Hold |
160
| – | – | ﹤0.01% | 2951 |
|
|
2023
Q3 | $7.4K | Hold |
160
| – | – | ﹤0.01% | 2681 |
|
|
2023
Q2 | $7.45K | Hold |
160
| – | – | ﹤0.01% | 2691 |
|
|
2023
Q1 | $7.33K | Sell |
160
-317
| -66% | -$14.5K | ﹤0.01% | 2668 |
|
|
2022
Q4 | $14K | Buy |
+477
| New | +$14K | ﹤0.01% | 2257 |
|
|
2018
Q1 | – | Sell |
-8,704
| Closed | -$469K | – | 496 |
|
|
2017
Q4 | $469K | Buy |
+8,704
| New | +$469K | 0.06% | 245 |
|