Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,374
| Closed | -$378K | – | 147 |
|
|
2021
Q1 | $378K | Buy |
7,374
+3
| +0% | +$154 | 0.04% | 288 |
|
|
2020
Q4 | $352K | Buy |
7,371
+220
| +3% | +$10.5K | 0.04% | 280 |
|
|
2020
Q3 | $296K | Buy |
7,151
+380
| +6% | +$15.7K | 0.03% | 280 |
|
|
2020
Q2 | $264K | Sell |
6,771
-421
| -6% | -$16.4K | 0.03% | 284 |
|
|
2020
Q1 | $238K | Sell |
7,192
-971
| -12% | -$32.1K | 0.04% | 266 |
|
|
2019
Q4 | $390K | Buy |
8,163
+3,709
| +83% | +$177K | 0.05% | 254 |
|
|
2019
Q3 | $204K | Sell |
4,454
-3,648
| -45% | -$167K | 0.03% | 321 |
|
|
2019
Q2 | $381K | Buy |
8,102
+1,108
| +16% | +$52.1K | 0.05% | 253 |
|
|
2019
Q1 | $330K | Sell |
6,994
-96
| -1% | -$4.53K | 0.04% | 268 |
|
|
2018
Q4 | $319K | Sell |
7,090
-3,607
| -34% | -$162K | 0.04% | 264 |
|
|
2018
Q3 | $488K | Buy |
10,697
+219
| +2% | +$9.99K | 0.06% | 240 |
|
|
2018
Q2 | $500K | Sell |
10,478
-324
| -3% | -$15.5K | 0.07% | 237 |
|
|
2018
Q1 | $584K | Sell |
10,802
-175
| -2% | -$9.46K | 0.07% | 212 |
|
|
2017
Q4 | $572K | Buy |
+10,977
| New | +$572K | 0.07% | 217 |
|