WPA
Winning Points Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,850
| Closed | -$464K | – | 64 |
|
|
2021
Q4 | $464K | Buy |
+9,850
| New | +$464K | 0.34% | 47 |
|
|
2020
Q1 | – | Sell |
-10,350
| Closed | -$495K | – | 66 |
|
|
2019
Q4 | $495K | Buy |
10,350
+500
| +5% | +$23.9K | 0.32% | 50 |
|
|
2019
Q3 | $435K | Hold |
9,850
| – | – | 0.31% | 48 |
|
|
2019
Q2 | $464K | Hold |
9,850
| – | – | 0.34% | 47 |
|
|
2019
Q1 | $464K | Hold |
9,850
| – | – | 0.36% | 47 |
|
|
2018
Q4 | $415K | Buy |
9,850
+900
| +10% | +$37.9K | 0.36% | 49 |
|
|
2018
Q3 | $409K | Buy |
8,950
+1,050
| +13% | +$48K | 0.3% | 52 |
|
|
2018
Q2 | $376K | Hold |
7,900
| – | – | 0.3% | 54 |
|
|
2018
Q1 | $421K | Hold |
7,900
| – | – | 0.34% | 50 |
|
|
2017
Q4 | $411K | Hold |
7,900
| – | – | 0.33% | 53 |
|
|
2017
Q3 | $387K | Buy |
7,900
+400
| +5% | +$19.6K | 0.33% | 53 |
|
|
2017
Q2 | $344K | Buy |
7,500
+1,700
| +29% | +$78K | 0.34% | 53 |
|
|
2017
Q1 | $261K | Buy |
+5,800
| New | +$261K | 0.26% | 57 |
|