Rockbridge Investment Management’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 |
-3,621
| Closed | -$181K | – | 242 |
|
|
2023
Q4 | $181K | Buy |
+3,621
| New | +$181K | 0.03% | 124 |
|
|
2022
Q3 | – | Sell |
-3,600
| Closed | -$161K | – | 228 |
|
|
2022
Q2 | $161K | Buy |
3,600
+2
| +0.1% | +$89 | 0.03% | 110 |
|
|
2022
Q1 | $194K | Sell |
3,598
-1,996
| -36% | -$108K | 0.03% | 162 |
|
|
2021
Q4 | $296K | Buy |
+5,594
| New | +$296K | 0.04% | 136 |
|