LWA
Lowe 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $351 | Hold |
5
| – | – | ﹤0.01% | 350 |
|
2025
Q1 | $305 | Hold |
5
| – | – | ﹤0.01% | 359 |
|
2024
Q4 | $283 | Hold |
5
| – | – | ﹤0.01% | 349 |
|
2024
Q3 | $318 | Hold |
5
| – | – | ﹤0.01% | 306 |
|
2024
Q2 | $298 | Buy |
5
+2
| +67% | +$119 | ﹤0.01% | 304 |
|
2024
Q1 | $179 | Hold |
3
| – | – | ﹤0.01% | 302 |
|
2023
Q4 | $179 | Hold |
3
| – | – | ﹤0.01% | 308 |
|
2023
Q3 | $157 | Hold |
3
| – | – | ﹤0.01% | 299 |
|
2023
Q2 | $168 | Hold |
3
| – | – | ﹤0.01% | 347 |
|
2023
Q1 | $175 | Hold |
3
| – | – | ﹤0.01% | 342 |
|
2022
Q4 | $164 | Hold |
3
| – | – | ﹤0.01% | 348 |
|
2022
Q3 | $0 | Sell |
3
-112
| -97% | – | ﹤0.01% | 339 |
|
2022
Q2 | $6K | Hold |
115
| – | – | ﹤0.01% | 215 |
|
2022
Q1 | $8K | Hold |
115
| – | – | ﹤0.01% | 213 |
|
2021
Q4 | $9K | Hold |
115
| – | – | ﹤0.01% | 196 |
|
2021
Q3 | $8K | Hold |
115
| – | – | ﹤0.01% | 201 |
|
2021
Q2 | $8K | Hold |
115
| – | – | ﹤0.01% | 194 |
|
2021
Q1 | $8K | Hold |
115
| – | – | ﹤0.01% | 189 |
|
2020
Q4 | $7K | Hold |
115
| – | – | ﹤0.01% | 185 |
|
2020
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 186 |
|
2020
Q2 | $6K | Hold |
115
| – | – | ﹤0.01% | 178 |
|
2020
Q1 | $5K | Sell |
115
-70
| -38% | -$3.04K | ﹤0.01% | 187 |
|
2019
Q4 | $12K | Buy |
185
+115
| +164% | +$7.46K | 0.01% | 144 |
|
2019
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 201 |
|
2019
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 212 |
|