Sterling Financial Planning’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 Q1	$2.38M	Sell	39,616 -269	-0.7%	-$16.4K	0.71%	37
2025 Q4	$2.28M	Buy	39,885 +10	+0%	+$569	0.69%	38
2025 Q3	$2.28M	Sell	39,875 -220	-0.5%	-$12.5K	0.72%	38
2025 Q2	$2.21M	Buy	40,095 +141	+0.4%	+$7.22K	0.74%	36
2025 Q1	$1.93M	Sell	39,954 -303	-0.8%	-$14.9K	0.7%	39
2024 Q4	$1.97M	Buy	40,257 +395	+1%	+$20.2K	0.72%	39
2024 Q3	$2.14M	Buy	39,862 +739	+2%	+$38.5K	0.79%	34
2024 Q2	$2.01M	Buy	39,123 +1,038	+3%	+$53.4K	0.82%	34
2024 Q1	$1.94M	Buy	38,085 +1,066	+3%	+$52.8K	0.78%	36
2023 Q4	$1.85M	Buy	37,019 +390	+1%	+$18.2K	0.8%	37
2023 Q3	$1.69M	Buy	36,629 +469	+1%	+$22.4K	0.87%	35
2023 Q2	$1.68M	Buy	36,160 +2,055	+6%	+$95.4K	0.83%	36
2023 Q1	$1.56M	Sell	34,105 -687	-2%	-$31.5K	0.85%	35
2022 Q4	$1.53M	Sell	34,792 -83	-0.2%	-$3.52K	0.91%	32
2022 Q3	$1.39M	Buy	34,875 +877	+3%	+$38.7K	0.97%	28
2022 Q2	$1.52M	Buy	33,998 +2,769	+9%	+$137K	1.07%	26
2022 Q1	$1.67M	Buy	31,229 +772	+3%	+$40.6K	1.05%	25
2021 Q4	$1.61M	Buy	30,457 +1,378	+5%	+$72.5K	1.01%	25
2021 Q3	$1.55M	Buy	29,079 +7,240	+33%	+$393K	0.99%	24
2021 Q2	$1.19M	Buy	21,839 +9,195	+73%	+$490K	0.77%	27
2021 Q1	$648K	Buy	12,644 +9,978	+374%	+$495K	0.46%	39
2020 Q4	$127K	Buy	+2,666	New	+$119K	0.1%	94