&Partners’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
$327K Sell
5,913
-318
-5% -$17.6K ﹤0.01% 1579
2025
Q1
$303K Sell
6,231
-3,808
-38% -$185K ﹤0.01% 1405
2024
Q4
$491K Buy
10,039
+276
+3% +$13.5K 0.01% 1081
2024
Q3
$524K Sell
9,763
-2,243
-19% -$120K 0.01% 849
2024
Q2
$618K Buy
12,006
+3,037
+34% +$156K 0.03% 474
2024
Q1
$456K Buy
+8,969
New +$456K 0.06% 284