Asset Dedication LLC’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-300
| Closed | -$20K | – | 680 |
|
|
2019
Q4 | $20K | Hold |
300
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $17K | Hold |
300
| – | – | 0.01% | 404 |
|
|
2019
Q2 | $18K | Hold |
300
| – | – | 0.01% | 384 |
|
|
2019
Q1 | $18K | Hold |
300
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $16K | Hold |
300
| – | – | 0.01% | 383 |
|
|
2018
Q3 | $19K | Hold |
300
| – | – | 0.01% | 367 |
|
|
2018
Q2 | $20K | Hold |
300
| – | – | 0.01% | 375 |
|
|
2018
Q1 | $21K | Buy |
+300
| New | +$21K | 0.01% | 311 |
|