Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $121K | Buy |
1,870
+620
| +50% | +$40.1K | 0.05% | 384 |
|
|
2017
Q1 | $74K | Sell |
1,250
-460
| -27% | -$27.2K | 0.03% | 504 |
|
|
2016
Q4 | $93K | Sell |
1,710
-60
| -3% | -$3.26K | 0.03% | 457 |
|
|
2016
Q3 | $98K | Sell |
1,770
-160
| -8% | -$8.86K | 0.03% | 446 |
|
|
2016
Q2 | $98K | Buy |
+1,930
| New | +$98K | 0.03% | 449 |
|
|
2014
Q3 | – | Sell |
-20,660
| Closed | -$1.25M | – | 853 |
|
|
2014
Q2 | $1.25M | Sell |
20,660
-1,000
| -5% | -$60.4K | 0.35% | 62 |
|
|
2014
Q1 | $1.35M | Buy |
+21,660
| New | +$1.35M | 0.43% | 48 |
|