Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Hold |
370
| – | – | ﹤0.01% | 741 |
|
|
2025
Q1 | $22.6K | Hold |
370
| – | – | ﹤0.01% | 756 |
|
|
2024
Q4 | $20.9K | Sell |
370
-750
| -67% | -$42.4K | ﹤0.01% | 735 |
|
|
2024
Q3 | $71.1K | Sell |
1,120
-150
| -12% | -$9.53K | 0.01% | 530 |
|
|
2024
Q2 | $75.7K | Hold |
1,270
| – | – | 0.01% | 505 |
|
|
2024
Q1 | $75.9K | Hold |
1,270
| – | – | 0.01% | 498 |
|
|
2023
Q4 | $75.7K | Buy |
+1,270
| New | +$75.7K | 0.01% | 477 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1151 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$10K | – | 1163 |
|
|
2020
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 734 |
|
|
2019
Q4 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 556 |
|