Spire Wealth Management’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 | $106K | Sell |
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|
2025
Q2 | $159K | Buy |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $160K | Sell |
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|
2024
Q2 | $170K | Buy |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $151K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $145K | Buy |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $206K | Buy |
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