FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $159K | Hold |
2,500
| – | – | 0.03% | 345 |
|
|
2024
Q2 | $149K | Hold |
2,500
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $149K | Hold |
2,500
| – | – | 0.03% | 332 |
|
|
2023
Q4 | $149K | Hold |
2,500
| – | – | 0.03% | 304 |
|
|
2023
Q3 | $131K | Hold |
2,500
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $137K | Hold |
2,500
| – | – | 0.03% | 309 |
|
|
2023
Q1 | $137K | Hold |
2,500
| – | – | 0.03% | 308 |
|
|
2022
Q4 | $137K | Hold |
2,500
| – | – | 0.03% | 307 |
|
|
2022
Q3 | $119K | Hold |
2,500
| – | – | 0.03% | 337 |
|
|
2022
Q2 | $139K | Hold |
2,500
| – | – | 0.03% | 320 |
|
|
2022
Q1 | $168K | Hold |
2,500
| – | – | 0.04% | 311 |
|
|
2021
Q4 | $186K | Hold |
2,500
| – | – | 0.04% | 295 |
|
|
2021
Q3 | $180K | Hold |
2,500
| – | – | 0.05% | 286 |
|
|
2021
Q2 | $184K | Hold |
2,500
| – | – | 0.05% | 295 |
|
|
2021
Q1 | $174K | Hold |
2,500
| – | – | 0.05% | 290 |
|
|
2020
Q4 | $161K | Hold |
2,500
| – | – | 0.05% | 280 |
|
|
2020
Q3 | $133 | Hold |
2,500
| – | – | 0.03% | 306 |
|
|
2020
Q2 | $124K | Hold |
2,500
| – | – | 0.05% | 291 |
|
|
2020
Q1 | $102K | Hold |
2,500
| – | – | 0.05% | 289 |
|
|
2019
Q4 | $163K | Hold |
2,500
| – | – | 0.07% | 244 |
|
|
2019
Q3 | $140K | Hold |
2,500
| – | – | 0.05% | 268 |
|
|
2019
Q2 | $146K | Hold |
2,500
| – | – | 0.06% | 241 |
|
|
2019
Q1 | $146K | Hold |
2,500
| – | – | 0.06% | 230 |
|
|
2018
Q4 | $133K | Buy |
+2,500
| New | +$133K | 0.07% | 227 |
|