Belmont Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,750
| Closed | -$490K | – | 54 |
|
|
2015
Q4 | $490K | Hold |
8,750
| – | – | 0.63% | 42 |
|
|
2015
Q3 | $471K | Hold |
8,750
| – | – | 0.8% | 39 |
|
|
2015
Q2 | $500K | Hold |
8,750
| – | – | 0.55% | 56 |
|
|
2015
Q1 | $487K | Hold |
8,750
| – | – | 0.5% | 56 |
|
|
2014
Q4 | $450K | Hold |
8,750
| – | – | 0.44% | 60 |
|
|
2014
Q3 | $459K | Buy |
8,750
+4,550
| +108% | +$239K | 0.36% | 73 |
|
|
2014
Q2 | $254K | Hold |
4,200
| – | – | 0.18% | 105 |
|
|
2014
Q1 | $263K | Hold |
4,200
| – | – | 0.22% | 97 |
|
|
2013
Q4 | $243K | Buy |
+4,200
| New | +$243K | 0.2% | 110 |
|