RWA Wealth Partners’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 | $351K | Buy |
+5,000
| New | +$351K | ﹤0.01% | 486 |
|
|
2018
Q3 | – | Sell |
-3,937
| Closed | -$257K | – | 345 |
|
|
2018
Q2 | $257K | Sell |
3,937
-18,535
| -82% | -$1.21M | 0.03% | 210 |
|
|
2018
Q1 | $1.57M | Sell |
22,472
-29,221
| -57% | -$2.04M | 0.2% | 91 |
|
|
2017
Q4 | $3.65M | Sell |
51,693
-1,160
| -2% | -$81.8K | 0.41% | 64 |
|
|
2017
Q3 | $3.67M | Buy |
52,853
+984
| +2% | +$68.4K | 0.41% | 69 |
|
|
2017
Q2 | $3.35M | Buy |
51,869
+1,512
| +3% | +$97.6K | 0.41% | 63 |
|
|
2017
Q1 | $2.97M | Buy |
+50,357
| New | +$2.97M | 0.39% | 69 |
|