Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,526
| Closed | -$1.31M | – | 203 |
|
|
2021
Q4 | $1.31M | Sell |
17,526
-238
| -1% | -$17.7K | 0.1% | 89 |
|
|
2021
Q3 | $1.28M | Sell |
17,764
-44
| -0.2% | -$3.16K | 0.11% | 92 |
|
|
2021
Q2 | $1.31M | Buy |
+17,808
| New | +$1.31M | 0.11% | 100 |
|
|
2018
Q3 | – | Sell |
-11,113
| Closed | -$725K | – | 173 |
|
|
2018
Q2 | $725K | Hold |
11,113
| – | – | 0.17% | 91 |
|
|
2018
Q1 | $777K | Buy |
11,113
+4,400
| +66% | +$308K | 0.2% | 93 |
|
|
2017
Q4 | $474K | Hold |
6,713
| – | – | 0.12% | 118 |
|
|
2017
Q3 | $466K | Buy |
+6,713
| New | +$466K | 0.11% | 110 |
|