Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Sell |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $625K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $716K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $98K | Hold |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $90K | Buy |
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