Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,070
| Closed | -$53.4K | – | 259 |
|
|
2023
Q4 | $53.4K | Buy |
1,070
+7
| +0.7% | +$349 | 0.03% | 323 |
|
|
2023
Q3 | $49.2K | Buy |
1,063
+27
| +3% | +$1.25K | 0.03% | 328 |
|
|
2023
Q2 | $48.2K | Sell |
1,036
-150
| -13% | -$6.98K | 0.03% | 336 |
|
|
2023
Q1 | $54.3K | Buy |
1,186
+2
| +0.2% | +$92 | 0.04% | 319 |
|
|
2022
Q4 | $52.1K | Buy |
+1,184
| New | +$52.1K | 0.03% | 412 |
|