Strategic Wealth Partners’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 | $6.17K | Hold |
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|
2025
Q2 | $5.97K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.18M | Hold |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $161K | Buy |
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|
2019
Q2 | $816K | Buy |
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|
2019
Q1 | $576K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $383K | Sell |
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|
2018
Q1 | $870K | Buy |
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|
2017
Q4 | $50K | Buy |
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