J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,825
| Closed | -$674K | – | 1272 |
|
|
2016
Q1 | $674K | Sell |
11,825
-8,762
| -43% | -$499K | 0.01% | 659 |
|
|
2015
Q4 | $1.15M | Buy |
20,587
+35
| +0.2% | +$1.96K | 0.01% | 488 |
|
|
2015
Q3 | $1.11M | Buy |
+20,552
| New | +$1.11M | 0.01% | 448 |
|
|
2015
Q2 | – | Sell |
-20,354
| Closed | -$1.13M | – | 1066 |
|
|
2015
Q1 | $1.13M | Hold |
20,354
| – | – | 0.01% | 496 |
|
|
2014
Q4 | $1.05M | Buy |
20,354
+8,529
| +72% | +$439K | 0.01% | 524 |
|
|
2014
Q3 | $620K | Buy |
+11,825
| New | +$620K | 0.01% | 632 |
|
|
2013
Q4 | – | Sell |
-11,825
| Closed | -$597K | – | 657 |
|
|
2013
Q3 | $597K | Hold |
11,825
| – | – | 0.01% | 403 |
|
|
2013
Q2 | $501K | Buy |
+11,825
| New | +$501K | 0.01% | 409 |
|