IWA
Intercontinental Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $483K | Hold |
8,653
| – | – | 0.12% | 193 |
|
|
2023
Q1 | $505K | Hold |
8,653
| – | – | 0.13% | 189 |
|
|
2022
Q4 | $473K | Hold |
8,653
| – | – | 0.14% | 169 |
|
|
2022
Q3 | $391K | Hold |
8,653
| – | – | 0.12% | 190 |
|
|
2022
Q2 | $478K | Hold |
8,653
| – | – | 0.13% | 168 |
|
|
2022
Q1 | $582K | Hold |
8,653
| – | – | 0.13% | 163 |
|
|
2021
Q4 | $645K | Hold |
8,653
| – | – | 0.14% | 152 |
|
|
2021
Q3 | $622K | Hold |
8,653
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $635K | Hold |
8,653
| – | – | 0.13% | 143 |
|
|
2021
Q1 | $603K | Hold |
8,653
| – | – | 0.13% | 136 |
|
|
2020
Q4 | $559K | Hold |
8,653
| – | – | 0.13% | 130 |
|
|
2020
Q3 | $460K | Hold |
8,653
| – | – | 0.13% | 121 |
|
|
2020
Q2 | $429K | Hold |
8,653
| – | – | 0.14% | 115 |
|
|
2020
Q1 | $352K | Buy |
+8,653
| New | +$352K | 0.19% | 106 |
|