Watershed Private Wealth’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 | $564K | Sell |
10,215
-94
| -0.9% | -$5.19K | 0.21% | 65 |
|
|
2025
Q1 | $498K | Sell |
10,309
-176
| -2% | -$8.5K | 0.2% | 66 |
|
|
2024
Q4 | $513K | Sell |
10,485
-10
| -0.1% | -$489 | 0.2% | 68 |
|
|
2024
Q3 | $564K | Sell |
10,495
-180
| -2% | -$9.67K | 0.22% | 61 |
|
|
2024
Q2 | $549K | Sell |
10,675
-568
| -5% | -$29.2K | 0.23% | 70 |
|
|
2024
Q1 | $572K | Sell |
11,243
-2,467
| -18% | -$125K | 0.25% | 70 |
|
|
2023
Q4 | $684K | Sell |
13,710
-269
| -2% | -$13.4K | 0.38% | 58 |
|
|
2023
Q3 | $647K | Buy |
13,979
+140
| +1% | +$6.48K | 0.4% | 54 |
|
|
2023
Q2 | $644K | Sell |
13,839
-1,362
| -9% | -$63.4K | 0.39% | 50 |
|
|
2023
Q1 | $696K | Sell |
15,201
-201
| -1% | -$9.2K | 0.47% | 46 |
|
|
2022
Q4 | $678K | Buy |
+15,402
| New | +$678K | 0.51% | 47 |
|