Founders Financial Alliance’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
Q4 | – | Sell |
-200
| Closed | -$12.7K | – | 580 |
|
|
2024
Q3 | $12.7K | Buy |
200
+2
| +1% | +$127 | ﹤0.01% | 478 |
|
|
2024
Q2 | $11.8K | Buy |
198
+4
| +2% | +$239 | ﹤0.01% | 465 |
|
|
2024
Q1 | $11.6K | Buy |
194
+1
| +0.5% | +$60 | ﹤0.01% | 469 |
|
|
2023
Q4 | $11.5K | Buy |
193
+1
| +0.5% | +$60 | ﹤0.01% | 424 |
|
|
2023
Q3 | $10.1K | Buy |
192
+2
| +1% | +$105 | ﹤0.01% | 418 |
|
|
2023
Q2 | $10.6K | Buy |
190
+5
| +3% | +$279 | ﹤0.01% | 445 |
|
|
2023
Q1 | $10.8K | Buy |
185
+2
| +1% | +$117 | 0.01% | 399 |
|
|
2022
Q4 | $10K | Buy |
183
+1
| +0.5% | +$55 | ﹤0.01% | 420 |
|
|
2022
Q3 | $8K | Buy |
182
+2
| +1% | +$88 | ﹤0.01% | 423 |
|
|
2022
Q2 | $10K | Buy |
180
+7
| +4% | +$389 | 0.01% | 434 |
|
|
2022
Q1 | $12K | Hold |
173
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $13K | Buy |
173
+1
| +0.6% | +$75 | 0.01% | 412 |
|
|
2021
Q3 | $12K | Buy |
172
+1
| +0.6% | +$70 | 0.01% | 386 |
|
|
2021
Q2 | $13K | Buy |
171
+2
| +1% | +$152 | 0.01% | 403 |
|
|
2021
Q1 | $12K | Buy |
169
+1
| +0.6% | +$71 | 0.01% | 392 |
|
|
2020
Q4 | $11K | Hold |
168
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $9K | Buy |
+168
| New | +$9K | 0.01% | 785 |
|