Trademark Financial 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	-3,796	Closed	-$204K	–	94
2024 Q3	$204K	Sell	3,796 -156	-4%	-$8.38K	0.16%	91
2024 Q2	$203K	Sell	3,952 -1,029	-21%	-$52.9K	0.17%	85
2024 Q1	$253K	Sell	4,981 -185	-4%	-$9.41K	0.21%	72
2023 Q4	$258K	Buy	+5,166	New	+$258K	0.19%	79