Wealth Enhancement Advisory Services’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 | $3.01M | Sell |
53,482
-2,190
| -4% | -$123K | 0.01% | 1142 |
|
|
2025
Q1 | $2.69M | Sell |
55,672
-1,673
| -3% | -$80.8K | 0.01% | 1096 |
|
|
2024
Q4 | $2.81M | Buy |
57,345
+1,204
| +2% | +$58.9K | 0.01% | 1024 |
|
|
2024
Q3 | $3.01M | Sell |
56,141
-2,322
| -4% | -$125K | 0.01% | 890 |
|
|
2024
Q2 | $3.01M | Sell |
58,463
-3,699
| -6% | -$190K | 0.01% | 846 |
|
|
2024
Q1 | $3.16M | Sell |
62,162
-1,153
| -2% | -$58.6K | 0.01% | 796 |
|
|
2023
Q4 | $3.16M | Sell |
63,315
-1,268
| -2% | -$63.3K | 0.01% | 748 |
|
|
2023
Q3 | $2.99M | Buy |
+64,583
| New | +$2.99M | 0.01% | 715 |
|