Wedmont Private Capital’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 | $403K | Buy |
7,238
+1
| +0% | +$56 | 0.02% | 488 |
|
|
2025
Q1 | $336K | Hold |
7,237
| – | – | 0.02% | 491 |
|
|
2024
Q4 | $345K | Buy |
7,237
+1,595
| +28% | +$76K | 0.02% | 499 |
|
|
2024
Q3 | $302K | Hold |
5,642
| – | – | 0.02% | 505 |
|
|
2024
Q2 | $300K | Buy |
5,642
+1
| +0% | +$53 | 0.02% | 494 |
|
|
2024
Q1 | $292K | Hold |
5,641
| – | – | 0.02% | 461 |
|
|
2023
Q4 | $278K | Sell |
5,641
-3,000
| -35% | -$148K | 0.02% | 444 |
|
|
2023
Q3 | $395K | Buy |
8,641
+3,001
| +53% | +$137K | 0.04% | 307 |
|
|
2023
Q2 | $273K | Buy |
5,640
+1
| +0% | +$48 | 0.03% | 401 |
|
|
2023
Q1 | $258K | Hold |
5,639
| – | – | 0.03% | 381 |
|
|
2022
Q4 | $256K | Sell |
5,639
-1,599
| -22% | -$72.5K | 0.04% | 377 |
|
|
2022
Q3 | $288K | Buy |
7,238
+1,112
| +18% | +$44.2K | 0.06% | 257 |
|
|
2022
Q2 | $273K | Hold |
6,126
| – | – | 0.06% | 258 |
|
|
2022
Q1 | $334K | Hold |
6,126
| – | – | 0.07% | 215 |
|
|
2021
Q4 | $328K | Buy |
+6,126
| New | +$328K | 0.1% | 157 |
|