OCFG
O'Connor Financial Group’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 | $6.56M | Buy |
116,600
+5,833
| +5% | +$328K | 2.89% | 13 |
|
|
2025
Q1 | $5.35M | Buy |
110,767
+5,049
| +5% | +$244K | 2.78% | 15 |
|
|
2024
Q4 | $5.17M | Buy |
105,718
+3,733
| +4% | +$183K | 2.7% | 16 |
|
|
2024
Q3 | $5.48M | Buy |
101,985
+6,860
| +7% | +$368K | 2.88% | 15 |
|
|
2024
Q2 | $4.89M | Buy |
95,125
+1,941
| +2% | +$99.8K | 2.85% | 16 |
|
|
2024
Q1 | $4.74M | Buy |
93,184
+22,968
| +33% | +$1.17M | 2.82% | 16 |
|
|
2023
Q4 | $3.51M | Buy |
70,216
+2,425
| +4% | +$121K | 2.17% | 17 |
|
|
2023
Q3 | $3.14M | Buy |
67,791
+3,614
| +6% | +$167K | 2.15% | 16 |
|
|
2023
Q2 | $2.99M | Buy |
64,177
+4,407
| +7% | +$205K | 2.06% | 17 |
|
|
2023
Q1 | $2.74M | Buy |
+59,770
| New | +$2.74M | 2.06% | 19 |
|