Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,065
| Closed | -$200K | – | 104 |
|
|
2019
Q4 | $200K | Sell |
3,065
-529
| -15% | -$34.5K | 0.09% | 141 |
|
|
2019
Q3 | $201K | Sell |
3,594
-748
| -17% | -$41.8K | 0.1% | 129 |
|
|
2019
Q2 | $253K | Sell |
4,342
-1,855
| -30% | -$108K | 0.13% | 120 |
|
|
2019
Q1 | $362K | Sell |
6,197
-1,205
| -16% | -$70.4K | 0.22% | 100 |
|
|
2018
Q4 | $395K | Buy |
+7,402
| New | +$395K | 0.31% | 65 |
|