NWAM LLC’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
Q3 | $570K | Buy |
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|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Hold |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $214K | Sell |
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|
2017
Q4 | $210K | Buy |
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