Spire Wealth Management’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 | $159K | Buy |
2,872
+9
| +0.3% | +$497 | 0.01% | 825 |
|
|
2025
Q1 | $138K | Sell |
2,863
-118
| -4% | -$5.7K | ﹤0.01% | 928 |
|
|
2024
Q4 | $146K | Buy |
2,981
+6
| +0.2% | +$294 | ﹤0.01% | 917 |
|
|
2024
Q3 | $160K | Sell |
2,975
-335
| -10% | -$18K | 0.01% | 787 |
|
|
2024
Q2 | $170K | Buy |
3,310
+159
| +5% | +$8.18K | 0.01% | 752 |
|
|
2024
Q1 | $160K | Buy |
3,151
+1
| +0% | +$51 | ﹤0.01% | 835 |
|
|
2023
Q4 | $151K | Buy |
3,150
+9
| +0.3% | +$431 | 0.01% | 851 |
|
|
2023
Q3 | $145K | Buy |
3,141
+17
| +0.5% | +$786 | 0.01% | 815 |
|
|
2023
Q2 | $145K | Buy |
3,124
+18
| +0.6% | +$838 | 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% | +$263 | 0.01% | 737 |
|
|
2022
Q3 | $92K | Sell |
2,301
-777
| -25% | -$31.1K | 0.01% | 735 |
|
|
2022
Q2 | $137K | Sell |
3,078
-1,066
| -26% | -$47.4K | 0.01% | 904 |
|
|
2022
Q1 | $221K | Buy |
4,144
+294
| +8% | +$15.7K | 0.01% | 848 |
|
|
2021
Q4 | $204K | Buy |
3,850
+10
| +0.3% | +$530 | ﹤0.01% | 1078 |
|
|
2021
Q3 | $205K | Sell |
3,840
-192
| -5% | -$10.3K | 0.01% | 907 |
|
|
2021
Q2 | $220K | Buy |
4,032
+14
| +0.3% | +$764 | 0.01% | 907 |
|
|
2021
Q1 | $206K | Buy |
+4,018
| New | +$206K | 0.01% | 1047 |
|