True Wealth Design’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
Q3 | – | Sell |
-7,272
| Closed | -$374K | – | 1288 |
|
|
2024
Q2 | $374K | Sell |
7,272
-63
| -0.9% | -$3.24K | 0.09% | 109 |
|
|
2024
Q1 | $373K | Sell |
7,335
-16
| -0.2% | -$814 | 0.09% | 109 |
|
|
2023
Q4 | $367K | Hold |
7,351
| – | – | 0.1% | 108 |
|
|
2023
Q3 | $340K | Sell |
7,351
-152
| -2% | -$7.03K | 0.11% | 108 |
|
|
2023
Q2 | $349K | Buy |
7,503
+1
| +0% | +$47 | 0.13% | 106 |
|
|
2023
Q1 | $344K | Sell |
7,502
-83
| -1% | -$3.8K | 0.14% | 109 |
|
|
2022
Q4 | $334K | Buy |
+7,585
| New | +$334K | 0.15% | 104 |
|