PWAG
Polaris Wealth Advisory Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,695
| Closed | -$206K | – | 175 |
|
|
2023
Q2 | $206K | Buy |
3,695
+100
| +3% | +$5.58K | 0.02% | 138 |
|
|
2023
Q1 | $210K | Sell |
3,595
-44
| -1% | -$2.57K | 0.02% | 166 |
|
|
2022
Q4 | $210K | Buy |
+3,639
| New | +$210K | 0.02% | 164 |
|
|
2015
Q2 | – | Sell |
-221,704
| Closed | -$12.3M | – | 74 |
|
|
2015
Q1 | $12.3M | Buy |
+221,704
| New | +$12.3M | 2.24% | 15 |
|