Financial Partners Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-60,573
| Closed | -$4.27M | – | 82 |
|
|
2017
Q4 | $4.27M | Sell |
60,573
-65
| -0.1% | -$4.59K | 0.79% | 47 |
|
|
2017
Q3 | $4.21M | Sell |
60,638
-79
| -0.1% | -$5.49K | 0.81% | 48 |
|
|
2017
Q2 | $3.92M | Buy |
60,717
+1,126
| +2% | +$72.7K | 0.82% | 47 |
|
|
2017
Q1 | $3.52M | Sell |
59,591
-639
| -1% | -$37.7K | 0.77% | 48 |
|
|
2016
Q4 | $3.29M | Sell |
60,230
-620
| -1% | -$33.9K | 0.79% | 46 |
|
|
2016
Q3 | $3.29M | Sell |
60,850
-42,234
| -41% | -$2.29M | 0.84% | 45 |
|
|
2016
Q2 | $5.26M | Sell |
103,084
-30,225
| -23% | -$1.54M | 1.41% | 32 |
|
|
2016
Q1 | $7.6M | Buy |
133,309
+13,415
| +11% | +$765K | 1.89% | 21 |
|
|
2015
Q4 | $6.71M | Buy |
+119,894
| New | +$6.71M | 1.6% | 25 |
|