Transamerica Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-402
| Closed | -$26K | – | 423 |
|
2017
Q2 | $26K | Buy |
+402
| New | +$26K | ﹤0.01% | 235 |
|
2017
Q1 | – | Sell |
-680
| Closed | -$38K | – | 400 |
|
2016
Q4 | $38K | Buy |
680
+89
| +15% | +$4.97K | ﹤0.01% | 227 |
|
2016
Q3 | $33K | Buy |
591
+125
| +27% | +$6.98K | ﹤0.01% | 237 |
|
2016
Q2 | $24K | Buy |
+466
| New | +$24K | ﹤0.01% | 237 |
|