WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $169K | Buy |
3,691
+2,385
| +183% | +$109K | 0.04% | 407 |
|
|
2017
Q1 | $59K | Sell |
1,306
-2,385
| -65% | -$108K | 0.02% | 619 |
|
|
2016
Q4 | $144K | Buy |
3,691
+3,666
| +14,664% | +$143K | 0.04% | 448 |
|
|
2016
Q3 | $1K | Sell |
25
-2,385
| -99% | -$95.4K | ﹤0.01% | 1456 |
|
|
2016
Q2 | $93K | Buy |
2,410
+2,386
| +9,942% | +$92.1K | 0.02% | 514 |
|
|
2016
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1402 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1434 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1479 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1550 |
|
|
2015
Q1 | $1K | Sell |
24
-419
| -95% | -$17.5K | ﹤0.01% | 1607 |
|
|
2014
Q4 | $19K | Sell |
443
-271
| -38% | -$11.6K | ﹤0.01% | 1230 |
|
|
2014
Q3 | $33K | Sell |
714
-95
| -12% | -$4.39K | 0.01% | 1063 |
|
|
2014
Q2 | $39K | Buy |
809
+4
| +0.5% | +$193 | 0.01% | 1005 |
|
|
2014
Q1 | $38K | Sell |
805
-182
| -18% | -$8.59K | 0.01% | 1007 |
|
|
2013
Q4 | $45K | Sell |
987
-368
| -27% | -$16.8K | 0.01% | 1035 |
|
|
2013
Q3 | $63K | Sell |
1,355
-551
| -29% | -$25.6K | 0.01% | 836 |
|
|
2013
Q2 | $88K | Buy |
+1,906
| New | +$88K | 0.01% | 700 |
|