Braver Wealth Management’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
Q4 | $2.79M | Sell |
51,028
-2,118
| -4% | -$116K | 0.45% | 68 |
|
2016
Q3 | $2.94M | Sell |
53,146
-2,231
| -4% | -$123K | 0.49% | 60 |
|
2016
Q2 | $2.83M | Sell |
55,377
-57,467
| -51% | -$2.93M | 0.48% | 57 |
|
2016
Q1 | $6.44M | Sell |
112,844
-429
| -0.4% | -$24.5K | 1.06% | 25 |
|
2015
Q4 | $6.34M | Sell |
113,273
-72,822
| -39% | -$4.08M | 1.3% | 18 |
|
2015
Q3 | $10M | Buy |
186,095
+115,182
| +162% | +$6.2M | 2.49% | 10 |
|
2015
Q2 | $4.05M | Buy |
+70,913
| New | +$4.05M | 0.99% | 26 |
|