Gupta Wealth Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $170K | Sell |
2,989
-311
| -9% | -$17.7K | 0.04% | 265 |
|
|
2015
Q4 | $185K | Hold |
3,300
| – | – | 0.05% | 256 |
|
|
2015
Q3 | $178K | Hold |
3,300
| – | – | 0.04% | 266 |
|
|
2015
Q2 | $189K | Buy |
3,300
+500
| +18% | +$28.6K | 0.05% | 260 |
|
|
2015
Q1 | $156K | Buy |
+2,800
| New | +$156K | 0.05% | 254 |
|