Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
270
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $16.5K | Hold |
270
| – | – | ﹤0.01% | 1055 |
|
|
2024
Q4 | $15.3K | Hold |
270
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q3 | $17.2K | Hold |
270
| – | – | ﹤0.01% | 1030 |
|
|
2024
Q2 | $16.1K | Hold |
270
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q1 | $16.2K | Hold |
270
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $16.1K | Buy |
+270
| New | +$16.1K | ﹤0.01% | 909 |
|
|
2015
Q1 | – | Sell |
-11,507
| Closed | -$592K | – | 502 |
|
|
2014
Q4 | $592K | Sell |
11,507
-213
| -2% | -$11K | 0.07% | 265 |
|
|
2014
Q3 | $615K | Buy |
+11,720
| New | +$615K | 0.07% | 262 |
|