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
2026 Q2	$67.9K	Sell	1,050 -1,055	-50%	-$67.7K	﹤0.01%	1085
2026 Q1	$127K	Buy	2,105 +3	+0.1%	+$183	﹤0.01%	918
2025 Q4	$120K	Buy	2,102 +240	+13%	+$13.6K	﹤0.01%	936
2025 Q3	$106K	Sell	1,862 -1,010	-35%	-$57.2K	﹤0.01%	967
2025 Q2	$159K	Buy	2,872 +9	+0.3%	+$461	0.01%	825
2025 Q1	$138K	Sell	2,863 -118	-4%	-$5.79K	﹤0.01%	928
2024 Q4	$146K	Buy	2,981 +6	+0.2%	+$307	﹤0.01%	917
2024 Q3	$160K	Sell	2,975 -335	-10%	-$17.4K	0.01%	787
2024 Q2	$170K	Buy	3,310 +159	+5%	+$8.19K	0.01%	752
2024 Q1	$160K	Buy	3,151 +1	+0%	+$49	﹤0.01%	835
2023 Q4	$151K	Buy	3,150 +9	+0.3%	+$421	0.01%	851
2023 Q3	$145K	Buy	3,141 +17	+0.5%	+$812	0.01%	815
2023 Q2	$145K	Buy	3,124 +18	+0.6%	+$836	0.01%	834
2023 Q1	$142K	Buy	3,106 +799	+35%	+$36.6K	0.01%	845
2022 Q4	$101K	Buy	2,307 +6	+0.3%	+$254	0.01%	737
2022 Q3	$92K	Sell	2,301 -777	-25%	-$34.3K	0.01%	735
2022 Q2	$137K	Sell	3,078 -1,066	-26%	-$52.9K	0.01%	904
2022 Q1	$221K	Buy	4,144 +294	+8%	+$15.4K	0.01%	848
2021 Q4	$204K	Buy	3,850 +10	+0.3%	+$526	﹤0.01%	1078
2021 Q3	$205K	Sell	3,840 -192	-5%	-$10.4K	0.01%	907
2021 Q2	$220K	Buy	4,032 +14	+0.3%	+$747	0.01%	907
2021 Q1	$206K	Buy	+4,018	New	+$199K	0.01%	1047