Concert 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 | – | Sell |
-818
| Closed | -$45K | – | 541 |
|
|
2016
Q3 | $45K | Buy |
+818
| New | +$45K | 0.01% | 827 |
|
|
2014
Q3 | – | Sell |
-5,370
| Closed | -$312K | – | 548 |
|
|
2014
Q2 | $312K | Sell |
5,370
-141
| -3% | -$8.19K | 0.04% | 404 |
|
|
2014
Q1 | $340K | Buy |
5,511
+110
| +2% | +$6.79K | 0.04% | 371 |
|
|
2013
Q4 | $311K | Buy |
+5,401
| New | +$311K | 0.04% | 366 |
|