Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47
| Closed | -$2.8K | – | 421 |
|
|
2024
Q2 | $2.8K | Hold |
47
| – | – | ﹤0.01% | 755 |
|
|
2024
Q1 | $2.81K | Buy |
+47
| New | +$2.81K | ﹤0.01% | 773 |
|
|
2023
Q1 | – | Sell |
-47
| Closed | -$2.57K | – | 481 |
|
|
2022
Q4 | $2.57K | Hold |
47
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 785 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$3K | – | 545 |
|
|
2019
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 1474 |
|
|
2019
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1147 |
|