Winslow Evans & Crocker’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$51K Buy
1,075
+830
+339% +$39.4K 0.01% 592
2020
Q3
$10K Hold
245
﹤0.01% 746
2020
Q2
$10K Sell
245
-1
-0.4% -$41 ﹤0.01% 734
2020
Q1
$10K Hold
246
﹤0.01% 692
2019
Q4
$12K Hold
246
﹤0.01% 764
2019
Q3
$12K Sell
246
-54
-18% -$2.63K ﹤0.01% 746
2019
Q2
$16K Buy
300
+104
+53% +$5.55K ﹤0.01% 709
2019
Q1
$10K Hold
196
﹤0.01% 809
2018
Q4
$10K Sell
196
-200
-51% -$10.2K ﹤0.01% 761
2018
Q3
$20K Buy
+396
New +$20K 0.01% 653
2017
Q1
Hold
0
1245
2016
Q4
Sell
-4,100
Closed -$171K 1266
2016
Q3
$171K Buy
+4,100
New +$171K 0.05% 315