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 |
|