IMA Advisory Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

IMA Advisory Services’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$55.8K	Hold
2023 Q1	$58.3K	Hold
2022 Q4	$54.7K	Hold
2022 Q3	$45K	Hold
2022 Q2	$55K	Hold
2022 Q1	$67K	Hold
2021 Q4	$75K	Hold
2021 Q3	$72K	Buy
2021 Q2	$44K	Hold
2021 Q1	$42K	Sell
2020 Q4	$70K	Sell
2020 Q3	$1.17M	Sell
2020 Q2	$1.13M	Buy
2020 Q1	$837K	Sell
2019 Q4	$1.48M	Sell
2019 Q3	$1.36M	Sell
2019 Q2	$1.49M	Sell
2019 Q1	$1.52M	Sell
2018 Q4	$1.54M	Sell
2018 Q3	$2.38M	Sell
2018 Q2	$2.68M	Sell
2018 Q1	$2.92M	Sell
2017 Q4	$2.99M	Sell
2017 Q3	$3.03M	Sell
2017 Q2	$3.13M	Sell
2017 Q1	$2.98M	Buy
2016 Q4	$1.7M	Sell
2016 Q3	$1.8M	Buy
2016 Q2	$1.64M	Sell
2016 Q1	$1.9M	Buy
2015 Q4	$1.62M	Sell
2015 Q3	$1.74M	Buy