Insight Wealth Strategies’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,343
| Closed | -$231K | – | 222 |
|
|
2020
Q3 | $231K | Sell |
4,343
-337
| -7% | -$17.9K | 0.04% | 179 |
|
|
2020
Q2 | $232K | Buy |
+4,680
| New | +$232K | 0.05% | 152 |
|
|
2020
Q1 | – | Sell |
-4,684
| Closed | -$306K | – | 162 |
|
|
2019
Q4 | $306K | Buy |
4,684
+25
| +0.5% | +$1.63K | 0.06% | 167 |
|
|
2019
Q3 | $260K | Sell |
4,659
-1,380
| -23% | -$77K | 0.06% | 167 |
|
|
2019
Q2 | $352K | Buy |
6,039
+111
| +2% | +$6.47K | 0.09% | 129 |
|
|
2019
Q1 | $346K | Buy |
5,928
+1,386
| +31% | +$80.9K | 0.1% | 117 |
|
|
2018
Q4 | $242K | Buy |
+4,542
| New | +$242K | 0.07% | 124 |
|