Financial Perspectives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
5,949
+96
| +2% | +$6.73K | 0.13% | 100 |
|
|
2025
Q1 | $357K | Buy |
5,853
+27
| +0.5% | +$1.65K | 0.12% | 100 |
|
|
2024
Q4 | $330K | Buy |
5,826
+50
| +0.9% | +$2.83K | 0.11% | 103 |
|
|
2024
Q3 | $367K | Buy |
5,776
+29
| +0.5% | +$1.84K | 0.13% | 98 |
|
|
2024
Q2 | $342K | Buy |
5,747
+91
| +2% | +$5.42K | 0.13% | 97 |
|
|
2024
Q1 | $338K | Buy |
5,656
+21
| +0.4% | +$1.26K | 0.13% | 96 |
|
|
2023
Q4 | $336K | Buy |
5,635
+19
| +0.3% | +$1.13K | 0.14% | 92 |
|
|
2023
Q3 | $295K | Buy |
5,616
+42
| +0.8% | +$2.2K | 0.13% | 90 |
|
|
2023
Q2 | $311K | Buy |
5,574
+108
| +2% | +$6.03K | 0.14% | 92 |
|
|
2023
Q1 | $319K | Buy |
5,466
+35
| +0.6% | +$2.04K | 0.15% | 88 |
|
|
2022
Q4 | $297K | Buy |
5,431
+29
| +0.5% | +$1.59K | 0.15% | 89 |
|
|
2022
Q3 | $244K | Sell |
5,402
-1,195
| -18% | -$54.1K | 0.14% | 100 |
|
|
2022
Q2 | $364K | Buy |
6,597
+131
| +2% | +$7.23K | 0.21% | 69 |
|
|
2022
Q1 | $435K | Buy |
6,466
+10
| +0.2% | +$672 | 0.2% | 70 |
|
|
2021
Q4 | $481K | Buy |
6,456
+11
| +0.2% | +$820 | 0.23% | 63 |
|
|
2021
Q3 | $463K | Buy |
6,445
+22
| +0.3% | +$1.58K | 0.23% | 68 |
|
|
2021
Q2 | $471K | Sell |
6,423
-470,541
| -99% | -$34.5M | 0.23% | 73 |
|
|
2021
Q1 | $6.85M | Buy |
476,964
+470,124
| +6,873% | +$6.75M | 0.34% | 49 |
|
|
2020
Q4 | $442K | Sell |
6,840
-900
| -12% | -$58.1K | 0.25% | 63 |
|
|
2020
Q3 | $412K | Buy |
7,740
+19
| +0.2% | +$1.01K | 0.27% | 53 |
|
|
2020
Q2 | $382K | Sell |
7,721
-3,097
| -29% | -$153K | 0.27% | 52 |
|
|
2020
Q1 | $440K | Sell |
10,818
-769
| -7% | -$31.3K | 0.36% | 42 |
|
|
2019
Q4 | $757K | Buy |
+11,587
| New | +$757K | 0.52% | 25 |
|