LWS
Lucia Wealth Services’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,908
| Closed | -$437K | – | 184 |
|
|
2018
Q3 | $437K | Sell |
6,908
-1,925
| -22% | -$122K | 0.14% | 106 |
|
|
2018
Q2 | $576K | Sell |
8,833
-18,296
| -67% | -$1.19M | 0.25% | 80 |
|
|
2018
Q1 | $1.9M | Buy |
27,129
+20,857
| +333% | +$1.46M | 0.62% | 60 |
|
|
2017
Q4 | $443K | Buy |
+6,272
| New | +$443K | 0.2% | 89 |
|