SFG
Sovereign Financial Group’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 | $531K | Sell |
9,615
-249
| -3% | -$13.8K | 0.11% | 169 |
|
|
2025
Q1 | $477K | Sell |
9,864
-647
| -6% | -$31.3K | 0.11% | 168 |
|
|
2024
Q4 | $514K | Sell |
10,511
-801
| -7% | -$39.2K | 0.12% | 158 |
|
|
2024
Q3 | $607K | Sell |
11,312
-1,054
| -9% | -$56.6K | 0.14% | 132 |
|
|
2024
Q2 | $636K | Buy |
12,366
+27
| +0.2% | +$1.39K | 0.16% | 119 |
|
|
2024
Q1 | $628K | Sell |
12,339
-217
| -2% | -$11K | 0.17% | 122 |
|
|
2023
Q4 | $627K | Sell |
12,556
-2,376
| -16% | -$119K | 0.19% | 102 |
|
|
2023
Q3 | $691K | Sell |
14,932
-11,474
| -43% | -$531K | 0.25% | 85 |
|
|
2023
Q2 | $1.23M | Buy |
26,406
+4,842
| +22% | +$225K | 0.4% | 59 |
|
|
2023
Q1 | $987K | Buy |
21,564
+3,279
| +18% | +$150K | 0.37% | 71 |
|
|
2022
Q4 | $804K | Sell |
18,285
-5,710
| -24% | -$251K | 0.32% | 84 |
|
|
2022
Q3 | $955K | Sell |
23,995
-896
| -4% | -$35.7K | 0.39% | 63 |
|
|
2022
Q2 | $1.11M | Sell |
24,891
-1,183
| -5% | -$52.8K | 0.44% | 58 |
|
|
2022
Q1 | $1.39M | Sell |
26,074
-2,328
| -8% | -$124K | 0.52% | 55 |
|
|
2021
Q4 | $1.5M | Sell |
28,402
-666
| -2% | -$35.2K | 0.6% | 46 |
|
|
2021
Q3 | $1.56M | Sell |
29,068
-10,317
| -26% | -$552K | 0.89% | 26 |
|
|
2021
Q2 | $2.02M | Hold |
39,385
| – | – | 1.22% | 17 |
|
|
2021
Q1 | $2.02M | Sell |
39,385
-1,293
| -3% | -$66.3K | 1.26% | 16 |
|
|
2020
Q4 | $1.94M | Buy |
+40,678
| New | +$1.94M | 1.4% | 17 |
|