WhitTier Trust Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $325K | Hold |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $263K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $342K | Hold |
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|
2020
Q3 | $296K | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $318K | Hold |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $334K | Sell |
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|
2018
Q1 | $492K | Hold |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $437K | Buy |
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|
2017
Q2 | $400K | Sell |
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|
2017
Q1 | $392K | Hold |
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|
2016
Q4 | $342K | Buy |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $456K | Buy |
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|
2016
Q1 | $438K | Sell |
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|
2015
Q4 | $410K | Sell |
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|
2015
Q3 | $1.13M | Sell |
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|
2015
Q2 | $1.78M | Hold |
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|
2015
Q1 | $1.81M | Buy |
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|
2014
Q4 | $1.48M | Sell |
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|
2014
Q3 | $2M | Buy |
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|
2014
Q2 | $1.66M | Buy |
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|
2014
Q1 | $1.54M | Buy |
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|
2013
Q4 | $1.09M | Sell |
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|
2013
Q3 | $3.41M | Buy |
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|
2013
Q2 | $2.71M | Buy |
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