Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-340
| Closed | -$22K | – | 491 |
|
|
2019
Q4 | $22K | Sell |
340
-47
| -12% | -$3.04K | 0.01% | 315 |
|
|
2019
Q3 | $21K | Sell |
387
-8,322
| -96% | -$452K | 0.01% | 324 |
|
|
2019
Q2 | $506K | Sell |
8,709
-925
| -10% | -$53.7K | 0.27% | 79 |
|
|
2019
Q1 | $563K | Buy |
9,634
+1,260
| +15% | +$73.6K | 0.34% | 64 |
|
|
2018
Q4 | $447K | Sell |
8,374
-363
| -4% | -$19.4K | 0.32% | 62 |
|
|
2018
Q3 | $553K | Buy |
8,737
+266
| +3% | +$16.8K | 0.32% | 65 |
|
|
2018
Q2 | $553K | Buy |
8,471
+783
| +10% | +$51.1K | 0.32% | 70 |
|
|
2018
Q1 | $537K | Buy |
7,688
+190
| +3% | +$13.3K | 0.34% | 69 |
|
|
2017
Q4 | $529K | Sell |
7,498
-338
| -4% | -$23.8K | 0.36% | 70 |
|
|
2017
Q3 | $544K | Sell |
7,836
-34
| -0.4% | -$2.36K | 0.31% | 76 |
|
|
2017
Q2 | $508K | Sell |
7,870
-281
| -3% | -$18.1K | 0.33% | 76 |
|
|
2017
Q1 | $481K | Buy |
8,151
+801
| +11% | +$47.3K | 0.35% | 75 |
|
|
2016
Q4 | $401K | Buy |
+7,350
| New | +$401K | 0.33% | 72 |
|