OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-120
| Closed | -$8K | – | 1069 |
|
|
2018
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 1072 |
|
|
2017
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 1010 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$8K | – | 1067 |
|
|
2017
Q2 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 976 |
|