Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Buy |
|
|||||
|
2025
Q1 | $22.5K | Hold |
|
|||||
|
2024
Q4 | $22.8K | Sell |
|
|||||
|
2024
Q3 | $48.2K | Buy |
|
|||||
|
2024
Q2 | $46K | Buy |
|
|||||
|
2024
Q1 | $45.4K | Hold |
|
|||||
|
2023
Q4 | $44.5K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $227K | Sell |
|
|||||
|
2018
Q4 | $248K | Sell |
|
|||||
|
2018
Q3 | $275K | Buy |
|
|||||
|
2018
Q2 | $284K | Buy |
|
|||||
|
2018
Q1 | $320K | Hold |
|
|||||
|
2017
Q4 | $309K | Buy |
|
|||||
|
2017
Q3 | $287K | Sell |
|
|||||
|
2017
Q2 | $268K | Sell |
|
|||||
|
2017
Q1 | $266K | Sell |
|
|||||
|
2016
Q4 | $244K | Sell |
|
|||||
|
2016
Q3 | $290K | Sell |
|
|||||
|
2016
Q2 | $288K | Sell |
|
|||||
|
2016
Q1 | $286K | Sell |
|
|||||
|
2015
Q4 | $525K | Sell |
|
|||||
|
2015
Q3 | $542K | Sell |
|
|||||
|
2015
Q2 | $937K | Sell |
|
|||||
|
2015
Q1 | $962K | Sell |
|
|||||
|
2014
Q4 | $972K | Buy |
|
|||||
|
2014
Q3 | $1M | Buy |
|
|||||
|
2014
Q2 | $983K | Buy |
|
|||||
|
2014
Q1 | $926K | Sell |
|
|||||
|
2013
Q4 | $931K | Sell |
|
|||||
|
2013
Q3 | $974K | Buy |
|
|||||
|
2013
Q2 | $753K | Buy |
|