Sound Income Strategies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
471
+4
| +0.9% | +$221 | ﹤0.01% | 690 |
|
|
2025
Q1 | $22.5K | Buy |
467
+1
| +0.2% | +$48 | ﹤0.01% | 694 |
|
|
2024
Q4 | $22.8K | Buy |
466
+3
| +0.6% | +$147 | ﹤0.01% | 655 |
|
|
2024
Q3 | $24.9K | Buy |
463
+5
| +1% | +$269 | ﹤0.01% | 595 |
|
|
2024
Q2 | $23.6K | Buy |
+458
| New | +$23.6K | ﹤0.01% | 594 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$1K | – | 990 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 774 |
|
|
2022
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 791 |
|
|
2019
Q2 | – | Sell |
-382
| Closed | -$18K | – | 682 |
|
|
2019
Q1 | $18K | Hold |
382
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $16K | Hold |
382
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $17K | Sell |
382
-101
| -21% | -$4.5K | 0.01% | 263 |
|
|
2018
Q2 | $23K | Hold |
483
| – | – | 0.01% | 198 |
|
|
2018
Q1 | $26K | Buy |
483
+382
| +378% | +$20.6K | 0.02% | 172 |
|
|
2017
Q4 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 316 |
|