Klingman & Associates’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
Q4 | – | Sell |
-622
| Closed | -$34K | – | 155 |
|
2016
Q3 | $34K | Hold |
622
| – | – | 0.01% | 214 |
|
2016
Q2 | $32K | Hold |
622
| – | – | 0.01% | 222 |
|
2016
Q1 | $35K | Hold |
622
| – | – | 0.01% | 215 |
|
2015
Q4 | $35K | Hold |
622
| – | – | 0.01% | 229 |
|
2015
Q3 | $33K | Hold |
622
| – | – | 0.01% | 227 |
|
2015
Q2 | $36K | Hold |
622
| – | – | 0.01% | 203 |
|
2015
Q1 | $35K | Hold |
622
| – | – | 0.01% | 195 |
|
2014
Q4 | $32K | Buy |
+622
| New | +$32K | 0.01% | 199 |
|