Sovereign Financial Group’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $430K | Sell |
|
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|
2024
Q3 | $517K | Sell |
|
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $557K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $828K | Sell |
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|
2022
Q3 | $998K | Sell |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $2.94M | Sell |
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|
2020
Q4 | $2.89M | Buy |
|