Total Clarity Wealth 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
Q1 | – | Sell |
-20,221
| Closed | -$1.01M | – | 275 |
|
|
2023
Q4 | $1.01M | Buy |
20,221
+1,021
| +5% | +$51K | 0.41% | 75 |
|
|
2023
Q3 | $888K | Buy |
19,200
+1,587
| +9% | +$73.4K | 0.43% | 68 |
|
|
2023
Q2 | $820K | Buy |
+17,613
| New | +$820K | 0.41% | 72 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 392 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 964 |
|