Strategic Wealth Partners’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 | $5.97K | Buy |
+108
| New | +$5.97K | ﹤0.01% | 871 |
|
|
2020
Q2 | – | Sell |
-24,615
| Closed | -$1.18M | – | 138 |
|
|
2020
Q1 | $1.18M | Hold |
24,615
| – | – | 0.61% | 49 |
|
|
2019
Q4 | $1.18M | Sell |
24,615
-2,020
| -8% | -$96.6K | 0.61% | 49 |
|
|
2019
Q3 | $161K | Buy |
26,635
+9,263
| +53% | +$56K | 0.83% | 38 |
|
|
2019
Q2 | $816K | Buy |
17,372
+5,285
| +44% | +$248K | 0.39% | 74 |
|
|
2019
Q1 | $576K | Buy |
12,087
+6,980
| +137% | +$333K | 0.26% | 94 |
|
|
2018
Q4 | $230K | Sell |
5,107
-109
| -2% | -$4.91K | 0.12% | 121 |
|
|
2018
Q3 | $238K | Sell |
5,216
-2,814
| -35% | -$128K | 0.13% | 121 |
|
|
2018
Q2 | $383K | Sell |
8,030
-8,077
| -50% | -$385K | 0.22% | 105 |
|
|
2018
Q1 | $870K | Buy |
16,107
+15,097
| +1,495% | +$815K | 0.45% | 79 |
|
|
2017
Q4 | $50K | Buy |
+1,010
| New | +$50K | 0.03% | 225 |
|