IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-347
| Closed | -$24K | – | 636 |
|
|
2018
Q1 | $24K | Sell |
347
-390
| -53% | -$27K | 0.01% | 910 |
|
|
2017
Q4 | $53K | Sell |
737
-69
| -9% | -$4.96K | 0.01% | 680 |
|
|
2017
Q3 | $56K | Buy |
806
+71
| +10% | +$4.93K | 0.02% | 489 |
|
|
2017
Q2 | $12 | Buy |
735
+3
| +0.4% | – | 0.01% | 912 |
|
|
2017
Q1 | $43K | Buy |
732
+560
| +326% | +$32.9K | 0.03% | 452 |
|
|
2016
Q4 | $9K | Buy |
+172
| New | +$9K | 0.01% | 815 |
|