SWAG
DGS icon

Spectrum Wealth Advisory 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
$4.6M Sell
83,224
-104,189
-56% -$5.76M 2.14% 12
2025
Q1
$9.05M Buy
187,413
+40,032
+27% +$1.93M 4.34% 9
2024
Q4
$7.21M Buy
147,381
+28,538
+24% +$1.4M 3.4% 9
2024
Q3
$6.38M Buy
+118,843
New +$6.38M 3.58% 10