Sunbelt Securities’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 | $20.4K | Buy |
+360
| New | +$20.4K | ﹤0.01% | 1166 |
|
|
2025
Q1 | – | Sell |
-360
| Closed | -$20.4K | – | 1819 |
|
|
2024
Q4 | $20.4K | Hold |
360
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q3 | $22.9K | Hold |
360
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q2 | $21.4K | Hold |
360
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q1 | $21.5K | Hold |
360
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q4 | $21.5K | Hold |
360
| – | – | ﹤0.01% | 1013 |
|
|
2023
Q3 | $18.9K | Hold |
360
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q2 | $20.1K | Hold |
360
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q1 | $21K | Buy |
+360
| New | +$21K | ﹤0.01% | 944 |
|
|
2019
Q4 | – | Sell |
-9,173
| Closed | -$513K | – | 625 |
|
|
2019
Q3 | $513K | Buy |
9,173
+989
| +12% | +$55.3K | 0.06% | 291 |
|
|
2019
Q2 | $477K | Sell |
8,184
-3,401
| -29% | -$198K | 0.21% | 140 |
|
|
2019
Q1 | $677K | Sell |
11,585
-687
| -6% | -$40.1K | 0.34% | 84 |
|
|
2018
Q4 | $655K | Sell |
12,272
-1,711
| -12% | -$91.3K | 0.38% | 75 |
|
|
2018
Q3 | $885K | Buy |
13,983
+1,040
| +8% | +$65.8K | 0.47% | 60 |
|
|
2018
Q2 | $845K | Buy |
12,943
+9,438
| +269% | +$616K | 0.51% | 58 |
|
|
2018
Q1 | $245K | Hold |
3,505
| – | – | 0.22% | 155 |
|
|
2017
Q4 | $247K | Buy |
3,505
+75
| +2% | +$5.29K | 0.24% | 141 |
|
|
2017
Q3 | $238K | Buy |
+3,430
| New | +$238K | 0.25% | 139 |
|