Valmark Advisers’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.23M | Sell |
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|
2020
Q3 | $7.51M | Sell |
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|
2020
Q2 | $7.2M | Sell |
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|
2020
Q1 | $6.65M | Buy |
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|
2019
Q4 | $4.67M | Sell |
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|
2019
Q3 | $4.44M | Buy |
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|
2019
Q2 | $4.62M | Sell |
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|
2019
Q1 | $4.65M | Sell |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $4.98M | Buy |
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|
2018
Q2 | $4.82M | Buy |
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|
2018
Q1 | $5.04M | Sell |
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|
2017
Q4 | $5.35M | Sell |
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|
2017
Q3 | $5.09M | Sell |
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|
2017
Q2 | $4.98M | Sell |
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|
2017
Q1 | $4.91M | Sell |
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|
2016
Q4 | $5M | Buy |
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|
2016
Q3 | $5.06M | Sell |
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|
2016
Q2 | $5.09M | Sell |
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|
2016
Q1 | $5.38M | Sell |
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|
2015
Q4 | $5.18M | Sell |
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|
2015
Q3 | $6M | Sell |
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|
2015
Q2 | $22.7M | Buy |
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|
2015
Q1 | $22.9M | Sell |
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|
2014
Q4 | $22.7M | Buy |
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|
2014
Q3 | $22M | Buy |
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