Vista Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
34,724
-3,011
| -8% | -$166K | 0.71% | 41 |
|
|
2025
Q1 | $1.82M | Sell |
37,735
-511
| -1% | -$24.7K | 0.71% | 43 |
|
|
2024
Q4 | $1.87M | Buy |
38,246
+485
| +1% | +$23.7K | 0.71% | 43 |
|
|
2024
Q3 | $2.03M | Buy |
37,761
+5,209
| +16% | +$280K | 0.76% | 41 |
|
|
2024
Q2 | $1.67M | Sell |
32,552
-674
| -2% | -$34.7K | 0.68% | 47 |
|
|
2024
Q1 | $1.69M | Hold |
33,226
| – | – | 0.69% | 44 |
|
|
2023
Q4 | $1.66M | Sell |
33,226
-2,341
| -7% | -$117K | 0.77% | 39 |
|
|
2023
Q3 | $1.65M | Buy |
35,567
+320
| +0.9% | +$14.8K | 0.86% | 35 |
|
|
2023
Q2 | $1.64M | Sell |
35,247
-8,207
| -19% | -$382K | 0.83% | 38 |
|
|
2023
Q1 | $1.99M | Sell |
43,454
-715
| -2% | -$32.7K | 1.05% | 26 |
|
|
2022
Q4 | $1.94M | Buy |
44,169
+2,153
| +5% | +$94.7K | 1.11% | 25 |
|
|
2022
Q3 | $1.67M | Buy |
42,016
+2,181
| +5% | +$86.8K | 1.03% | 27 |
|
|
2022
Q2 | $1.78M | Buy |
39,835
+1,305
| +3% | +$58.2K | 1.07% | 26 |
|
|
2022
Q1 | $2.05M | Buy |
38,530
+3,181
| +9% | +$170K | 1.13% | 23 |
|
|
2021
Q4 | $1.87M | Buy |
35,349
+3,297
| +10% | +$175K | 1.02% | 28 |
|
|
2021
Q3 | $1.71M | Buy |
32,052
+2,007
| +7% | +$107K | 1.01% | 26 |
|
|
2021
Q2 | $1.64M | Buy |
30,045
+705
| +2% | +$38.4K | 0.97% | 30 |
|
|
2021
Q1 | $1.51M | Buy |
29,340
+1,194
| +4% | +$61.2K | 0.94% | 33 |
|
|
2020
Q4 | $1.34M | Buy |
28,146
+1,095
| +4% | +$52.2K | 0.9% | 38 |
|
|
2020
Q3 | $1.12M | Buy |
+27,051
| New | +$1.12M | 0.85% | 38 |
|
|
2020
Q1 | – | Sell |
-6,226
| Closed | -$298K | – | 130 |
|
|
2019
Q4 | $298K | Buy |
6,226
+1,194
| +24% | +$57.1K | 0.22% | 111 |
|
|
2019
Q3 | $223K | Buy |
5,032
+255
| +5% | +$11.3K | 0.18% | 126 |
|
|
2019
Q2 | $225K | Sell |
4,777
-3,271
| -41% | -$154K | 0.19% | 130 |
|
|
2019
Q1 | $379K | Buy |
8,048
+525
| +7% | +$24.7K | 0.33% | 95 |
|
|
2018
Q4 | $315K | Buy |
+7,523
| New | +$315K | 0.32% | 98 |
|