Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18,327
| Closed | -$1.18M | – | 115 |
|
|
2017
Q2 | $1.18M | Sell |
18,327
-19,756
| -52% | -$1.28M | 0.47% | 49 |
|
|
2017
Q1 | $2.25M | Buy |
38,083
+197
| +0.5% | +$11.6K | 0.75% | 38 |
|
|
2016
Q4 | $2.07M | Sell |
37,886
-7,651
| -17% | -$417K | 0.66% | 40 |
|
|
2016
Q3 | $2.52M | Sell |
45,537
-21,023
| -32% | -$1.16M | 0.88% | 34 |
|
|
2016
Q2 | $3.4M | Buy |
+66,560
| New | +$3.4M | 1.21% | 21 |
|