Thoroughbred Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
6,230
-2,167
| -26% | -$120K | 0.02% | 437 |
|
|
2025
Q1 | $405K | Sell |
8,397
-1,490
| -15% | -$71.9K | 0.03% | 468 |
|
|
2024
Q4 | $483K | Buy |
9,887
+8
| +0.1% | +$391 | 0.03% | 412 |
|
|
2024
Q3 | $530K | Buy |
9,879
+1,438
| +17% | +$77.1K | 0.03% | 380 |
|
|
2024
Q2 | $434K | Buy |
8,441
+2,923
| +53% | +$150K | 0.03% | 407 |
|
|
2024
Q1 | $280K | Sell |
5,518
-3,223
| -37% | -$164K | 0.03% | 382 |
|
|
2023
Q4 | $436K | Buy |
8,741
+11
| +0.1% | +$549 | 0.04% | 391 |
|
|
2023
Q3 | $403K | Buy |
8,730
+2,878
| +49% | +$133K | 0.04% | 364 |
|
|
2023
Q2 | $272K | Buy |
+5,852
| New | +$272K | 0.04% | 345 |
|