TD Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-71
| Closed | -$3.8K | – | 588 |
|
|
2024
Q3 | $3.8K | Buy |
71
+1
| +1% | +$53 | ﹤0.01% | 361 |
|
|
2024
Q2 | $3.6K | Buy |
70
+1
| +1% | +$51 | ﹤0.01% | 337 |
|
|
2024
Q1 | $3.51K | Hold |
69
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $3.44K | Buy |
69
+1
| +1% | +$50 | ﹤0.01% | 344 |
|
|
2023
Q3 | $3.16K | Sell |
68
-230
| -77% | -$10.7K | ﹤0.01% | 347 |
|
|
2023
Q2 | $13.9K | Buy |
298
+6
| +2% | +$279 | ﹤0.01% | 256 |
|
|
2023
Q1 | $13.4K | Buy |
292
+1
| +0.3% | +$46 | ﹤0.01% | 252 |
|
|
2022
Q4 | $12.8K | Buy |
291
+2
| +0.7% | +$88 | ﹤0.01% | 237 |
|
|
2022
Q3 | $12K | Buy |
+289
| New | +$12K | ﹤0.01% | 225 |
|
|
2022
Q1 | – | Sell |
-276
| Closed | -$15K | – | 161 |
|
|
2021
Q4 | $15K | Buy |
276
+3
| +1% | +$163 | ﹤0.01% | 243 |
|
|
2021
Q3 | $15K | Buy |
273
+3
| +1% | +$165 | ﹤0.01% | 229 |
|
|
2021
Q2 | $15K | Buy |
+270
| New | +$15K | ﹤0.01% | 216 |
|