James Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$2K | – | 335 |
|
|
2023
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $2K | Sell |
40
-68
| -63% | -$3.4K | ﹤0.01% | 532 |
|
|
2022
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $6K | Sell |
108
-37
| -26% | -$2.06K | ﹤0.01% | 459 |
|
|
2022
Q1 | $10K | Buy |
145
+68
| +88% | +$4.69K | ﹤0.01% | 446 |
|
|
2021
Q4 | $6K | Sell |
77
-51
| -40% | -$3.97K | ﹤0.01% | 465 |
|
|
2021
Q3 | $9K | Sell |
128
-2
| -2% | -$141 | ﹤0.01% | 446 |
|
|
2021
Q2 | $10K | Buy |
+130
| New | +$10K | ﹤0.01% | 450 |
|