JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-270
| Closed | -$14K | – | 1598 |
|
|
2016
Q2 | $14K | Hold |
270
| – | – | ﹤0.01% | 314 |
|
|
2016
Q1 | $15K | Hold |
270
| – | – | 0.01% | 312 |
|
|
2015
Q4 | $15K | Hold |
270
| – | – | 0.01% | 307 |
|
|
2015
Q3 | $15K | Hold |
270
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $15K | Hold |
270
| – | – | 0.01% | 313 |
|
|
2015
Q1 | $15K | Hold |
270
| – | – | 0.01% | 325 |
|
|
2014
Q4 | $14K | Hold |
270
| – | – | 0.01% | 324 |
|
|
2014
Q3 | $14K | Hold |
270
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $16K | Hold |
270
| – | – | 0.01% | 297 |
|
|
2014
Q1 | $17K | Hold |
270
| – | – | 0.01% | 267 |
|
|
2013
Q4 | $16K | Hold |
270
| – | – | 0.01% | 271 |
|
|
2013
Q3 | $14K | Buy |
+270
| New | +$14K | 0.01% | 276 |
|