Stratos Wealth Partners’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
Q2 | $272K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $424K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $924K | Sell |
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|
2021
Q3 | $9.36M | Buy |
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|
2021
Q2 | $9.06M | Buy |
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|
2021
Q1 | $914K | Sell |
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|
2020
Q4 | $881K | Sell |
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|
2020
Q3 | $775K | Sell |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $678K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $1.2M | Sell |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $888K | Buy |
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|
2017
Q1 | $705K | Buy |
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|
2016
Q4 | $637K | Buy |
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|
2016
Q3 | $621K | Sell |
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|
2016
Q2 | $613K | Sell |
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|
2016
Q1 | $724K | Buy |
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|
2015
Q4 | $566K | Buy |
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|
2015
Q3 | $535K | Buy |
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|
2015
Q2 | $554K | Buy |
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|
2015
Q1 | $480K | Buy |
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