Corient Private Wealth
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Corient Private Wealth’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Corient Private Wealth’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,428
Closed -$562K – 2442
2024
Q2 		$562K Sell
9,428
-200
-2% -$11.9K ﹤0.01% 1574
2024
Q1 		$575K Hold
9,628
– – ﹤0.01% 1559
2023
Q4 		$574K Buy
9,628
+975
+11% +$58.1K ﹤0.01% 1540
2023
Q3 		$454K Buy
+8,653
New +$454K ﹤0.01% 1544