Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $711K | Sell |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $830K | Sell |
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $784K | Sell |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $995K | Buy |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $418K | Buy |
|