SWM
Seed Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
5,300
-150
| -3% | -$8.29K | 0.22% | 108 |
|
|
2025
Q1 | $263K | Hold |
5,450
| – | – | 0.21% | 119 |
|
|
2024
Q4 | $267K | Hold |
5,450
| – | – | 0.22% | 114 |
|
|
2024
Q3 | $293K | Sell |
5,450
-150
| -3% | -$8.06K | 0.23% | 112 |
|
|
2024
Q2 | $288K | Hold |
5,600
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $285K | Hold |
5,600
| – | – | 0.27% | 98 |
|
|
2023
Q4 | $276K | Hold |
5,600
| – | – | 0.28% | 93 |
|
|
2023
Q3 | $259K | Hold |
5,600
| – | – | 0.29% | 95 |
|
|
2023
Q2 | $261K | Hold |
5,600
| – | – | 0.28% | 95 |
|
|
2023
Q1 | $256K | Hold |
5,600
| – | – | 0.29% | 90 |
|
|
2022
Q4 | $246K | Buy |
+5,600
| New | +$246K | 0.28% | 89 |
|