United Advisor Group’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 | $3.07M | Buy |
55,541
+762
| +1% | +$42.1K | 0.53% | 52 |
|
|
2025
Q1 | $2.65M | Buy |
54,779
+2,458
| +5% | +$119K | 0.54% | 45 |
|
|
2024
Q4 | $2.56M | Buy |
52,321
+8,886
| +20% | +$435K | 0.51% | 49 |
|
|
2024
Q3 | $2.33M | Buy |
43,435
+6,943
| +19% | +$373K | 0.53% | 52 |
|
|
2024
Q2 | $1.88M | Buy |
36,492
+5,220
| +17% | +$269K | 0.58% | 49 |
|
|
2024
Q1 | $1.59M | Buy |
+31,272
| New | +$1.59M | 0.6% | 54 |
|