Continuum Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,050
| Closed | -$64K | – | 684 |
|
|
2025
Q1 | $64K | Sell |
1,050
-526
| -33% | -$32.1K | 0.01% | 614 |
|
|
2024
Q4 | $89.2K | Hold |
1,576
| – | – | 0.01% | 544 |
|
|
2024
Q3 | $90.6K | Hold |
1,576
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $93.9K | Hold |
1,576
| – | – | 0.01% | 495 |
|
|
2024
Q1 | $96.8K | Buy |
+1,576
| New | +$96.8K | 0.01% | 493 |
|