Northwestern Mutual 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
Q3 | – | Sell |
-76
| Closed | -$4K | – | 3174 |
|
|
2022
Q2 | $4K | Sell |
76
-49
| -39% | -$2.58K | ﹤0.01% | 2767 |
|
|
2022
Q1 | $8K | Buy |
125
+49
| +64% | +$3.14K | ﹤0.01% | 2593 |
|
|
2021
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q3 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 2657 |
|
|
2021
Q1 | – | Sell |
-178
| Closed | -$11K | – | 2808 |
|
|
2020
Q4 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 2153 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$6K | – | 2591 |
|
|
2019
Q4 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 2027 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$2K | – | 2492 |
|
|
2019
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 2297 |
|
|
2018
Q2 | – | Sell |
-46
| Closed | -$3K | – | 2390 |
|
|
2018
Q1 | $3K | Buy |
46
+22
| +92% | +$1.44K | ﹤0.01% | 1976 |
|
|
2017
Q4 | $2K | Sell |
24
-101
| -81% | -$8.42K | ﹤0.01% | 2077 |
|
|
2017
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 1686 |
|
|
2017
Q2 | – | Sell |
-375
| Closed | -$22K | – | 2034 |
|
|
2017
Q1 | $22K | Hold |
375
| – | – | ﹤0.01% | 1292 |
|
|
2016
Q4 | $20K | Buy |
+375
| New | +$20K | ﹤0.01% | 1358 |
|
|
2014
Q4 | – | Sell |
-4
| Closed | – | – | 1721 |
|
|
2014
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1343 |
|