Creative Planning’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $316K | Sell |
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|
2019
Q3 | $274K | Hold |
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|
2019
Q2 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $305K | Hold |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $648K | Buy |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $255K | Sell |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $1.34M | Buy |
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|
2016
Q1 | $81K | Sell |
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|
2015
Q4 | $81K | Sell |
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|
2015
Q3 | $200K | Sell |
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|
2015
Q2 | $3.05M | Sell |
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|
2015
Q1 | $3.98M | Buy |
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|
2014
Q4 | $1.86M | Buy |
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|
2014
Q3 | $304K | Sell |
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|
2014
Q2 | $366K | Sell |
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|
2014
Q1 | $1.52M | Buy |
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|
2013
Q4 | $137K | Buy |
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|
2013
Q3 | $68K | Buy |
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