THWM
Taylor Hoffman Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-356
| Closed | -$14K | – | 178 |
|
|
2020
Q2 | $14K | Buy |
+356
| New | +$14K | 0.01% | 269 |
|
|
2020
Q1 | – | Sell |
-356
| Closed | -$17K | – | 180 |
|
|
2019
Q4 | $17K | Hold |
356
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $16K | Hold |
356
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $17K | Hold |
356
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $17K | Hold |
356
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $15K | Hold |
356
| – | – | 0.01% | 254 |
|
|
2018
Q3 | $16K | Buy |
+356
| New | +$16K | 0.01% | 256 |
|