Swaine & Leidel Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.92K | Buy |
+4,923
| New | +$4.92K | 3.79% | 1 |
|
|
2021
Q1 | $4.92M | Buy |
95,980
+13,505
| +16% | +$693K | 3.17% | 1 |
|
|
2020
Q4 | $3.94M | Buy |
82,475
+8,854
| +12% | +$423K | 2.85% | 5 |
|
|
2020
Q3 | $3.04M | Buy |
73,621
+936
| +1% | +$38.7K | 2.97% | 14 |
|
|
2020
Q2 | $2.84M | Buy |
72,685
+2,948
| +4% | +$115K | 2.89% | 16 |
|
|
2020
Q1 | $2.3M | Buy |
69,737
+17,361
| +33% | +$573K | 2.39% | 24 |
|
|
2019
Q4 | $2.51M | Buy |
+52,376
| New | +$2.51M | 2.09% | 32 |
|