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Geneos Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

Geneos Wealth Management’s Portfolio DFE Stock Details DFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600
Closed -$32K – 2075
2016
Q4 		$32K Hold
600
– – ﹤0.01% 994
2016
Q3 		$33K Hold
600
– – ﹤0.01% 950
2016
Q2 		$30K Hold
600
– – ﹤0.01% 982
2016
Q1 		$34K Buy
+600
New +$34K 0.01% 919