Ropes Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $646K | Hold |
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|
2022
Q4 | $620K | Hold |
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|
2022
Q3 | $561K | Hold |
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|
2022
Q2 | $629K | Hold |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $746K | Hold |
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|
2021
Q3 | $754K | Hold |
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|
2021
Q2 | $768K | Hold |
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|
2021
Q1 | $750K | Hold |
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|
2020
Q4 | $673K | Hold |
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|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $550K | Hold |
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|
2020
Q1 | $466K | Hold |
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|
2019
Q4 | $674K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $47K | Buy |
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