RWA
Redmont Wealth Advisors’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
Q1 | $725 | Buy |
+15
| New | +$725 | ﹤0.01% | 164 |
|
|
2024
Q4 | – | Sell |
-15
| Closed | -$806 | – | 133 |
|
|
2024
Q3 | $806 | Hold |
15
| – | – | ﹤0.01% | 307 |
|
|
2024
Q2 | $772 | Buy |
+15
| New | +$772 | ﹤0.01% | 324 |
|
|
2023
Q1 | – | Sell |
-6,740
| Closed | -$296K | – | 78 |
|
|
2022
Q4 | $296K | Hold |
6,740
| – | – | 0.35% | 77 |
|
|
2022
Q3 | $268K | Hold |
6,740
| – | – | 0.35% | 73 |
|
|
2022
Q2 | $301K | Hold |
6,740
| – | – | 0.36% | 66 |
|
|
2022
Q1 | $359K | Hold |
6,740
| – | – | 0.38% | 61 |
|
|
2021
Q4 | $357K | Buy |
+6,740
| New | +$357K | 0.38% | 58 |
|