SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-625
| Closed | -$36K | – | 235 |
|
|
2019
Q2 | $36K | Hold |
625
| – | – | 0.01% | 307 |
|
|
2019
Q1 | $37K | Hold |
625
| – | – | 0.01% | 258 |
|
|
2018
Q4 | $33K | Hold |
625
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $40K | Hold |
625
| – | – | 0.02% | 258 |
|
|
2018
Q2 | $41K | Hold |
625
| – | – | 0.02% | 261 |
|
|
2018
Q1 | $44K | Hold |
625
| – | – | 0.03% | 255 |
|
|
2017
Q4 | $44K | Sell |
625
-100
| -14% | -$7.04K | 0.02% | 267 |
|
|
2017
Q3 | $50K | Hold |
725
| – | – | 0.03% | 254 |
|
|
2017
Q2 | $47K | Hold |
725
| – | – | 0.03% | 267 |
|
|
2017
Q1 | $43K | Hold |
725
| – | – | 0.03% | 269 |
|
|
2016
Q4 | $39K | Hold |
725
| – | – | 0.03% | 284 |
|
|
2016
Q3 | $39K | Sell |
725
-450
| -38% | -$24.2K | 0.03% | 282 |
|
|
2016
Q2 | $60K | Buy |
+1,175
| New | +$60K | 0.04% | 245 |
|