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Rooted Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Rooted Wealth Advisors’s Portfolio DGS Stock Details DGS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,854
Closed -$1.11M – 86
2023
Q1 		$1.11M Buy
23,854
+635
+3% +$29.7K 0.83% 31
2022
Q4 		$1.02M Buy
+23,219
New +$1.02M 0.86% 33