Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,225
| Closed | -$489K | – | 105 |
|
|
2019
Q4 | $489K | Sell |
10,225
-1,728
| -14% | -$82.6K | 0.21% | 108 |
|
|
2019
Q3 | $530K | Buy |
11,953
+367
| +3% | +$16.3K | 0.26% | 102 |
|
|
2019
Q2 | $545K | Sell |
11,586
-6,649
| -36% | -$313K | 0.28% | 101 |
|
|
2019
Q1 | $859K | Sell |
18,235
-1,548
| -8% | -$72.9K | 0.53% | 48 |
|
|
2018
Q4 | $829K | Buy |
+19,783
| New | +$829K | 0.65% | 41 |
|