Spire Wealth Management’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 | – | Sell |
-65
| Closed | -$3.96K | – | 2419 |
|
|
2025
Q1 | $3.96K | Hold |
65
| – | – | ﹤0.01% | 2120 |
|
|
2024
Q4 | $3.68K | Hold |
65
| – | – | ﹤0.01% | 2121 |
|
|
2024
Q3 | $4.13K | Sell |
65
-200
| -75% | -$12.7K | ﹤0.01% | 1861 |
|
|
2024
Q2 | $15.8K | Hold |
265
| – | – | ﹤0.01% | 1516 |
|
|
2024
Q1 | $15.8K | Hold |
265
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q4 | $15.1K | Hold |
265
| – | – | ﹤0.01% | 1628 |
|
|
2023
Q3 | $13.9K | Hold |
265
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q2 | $14.8K | Hold |
265
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q1 | $15.5K | Hold |
265
| – | – | ﹤0.01% | 1710 |
|
|
2022
Q4 | $15K | Hold |
265
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q3 | $12K | Sell |
265
-704
| -73% | -$31.9K | ﹤0.01% | 1502 |
|
|
2022
Q2 | $53K | Sell |
969
-7
| -0.7% | -$383 | ﹤0.01% | 1266 |
|
|
2022
Q1 | $66K | Buy |
976
+31
| +3% | +$2.1K | ﹤0.01% | 1337 |
|
|
2021
Q4 | $70K | Buy |
945
+34
| +4% | +$2.52K | ﹤0.01% | 1560 |
|
|
2021
Q3 | $66K | Buy |
911
+3
| +0.3% | +$217 | ﹤0.01% | 1361 |
|
|
2021
Q2 | $67K | Buy |
908
+9
| +1% | +$664 | ﹤0.01% | 1358 |
|
|
2021
Q1 | $63K | Buy |
+899
| New | +$63K | ﹤0.01% | 1607 |
|