OAM
Occidental Asset Management’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 | $2.32M | Sell |
42,031
-679
| -2% | -$37.5K | 0.32% | 76 |
|
|
2025
Q1 | $2.06M | Buy |
42,710
+15,002
| +54% | +$725K | 0.31% | 78 |
|
|
2024
Q4 | $1.36M | Buy |
27,708
+3,009
| +12% | +$147K | 0.21% | 93 |
|
|
2024
Q3 | $1.33M | Sell |
24,699
-18
| -0.1% | -$967 | 0.21% | 97 |
|
|
2024
Q2 | $1.27M | Buy |
24,717
+1,238
| +5% | +$63.7K | 0.22% | 101 |
|
|
2024
Q1 | $1.19M | Buy |
23,479
+668
| +3% | +$34K | 0.22% | 100 |
|
|
2023
Q4 | $1.14M | Buy |
22,811
+184
| +0.8% | +$9.19K | 0.24% | 104 |
|
|
2023
Q3 | $1.05M | Buy |
22,627
+4,747
| +27% | +$220K | 0.24% | 101 |
|
|
2023
Q2 | $832K | Buy |
+17,880
| New | +$832K | 0.19% | 119 |
|