United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,758
| Closed | -$311K | – | 1224 |
|
|
2019
Q4 | $311K | Sell |
4,758
-3,860
| -45% | -$252K | ﹤0.01% | 1115 |
|
|
2019
Q3 | $482K | Sell |
8,618
-300
| -3% | -$16.8K | ﹤0.01% | 955 |
|
|
2019
Q2 | $520K | Sell |
8,918
-920
| -9% | -$53.6K | ﹤0.01% | 1030 |
|
|
2019
Q1 | $573K | Sell |
9,838
-957
| -9% | -$55.7K | ﹤0.01% | 929 |
|
|
2018
Q4 | $576K | Sell |
10,795
-8,240
| -43% | -$440K | ﹤0.01% | 876 |
|
|
2018
Q3 | $1.21M | Sell |
19,035
-1,432
| -7% | -$90.7K | 0.01% | 727 |
|
|
2018
Q2 | $1.34M | Sell |
20,467
-1,697
| -8% | -$111K | 0.01% | 689 |
|
|
2018
Q1 | $1.55M | Sell |
22,164
-1,806
| -8% | -$126K | 0.01% | 656 |
|
|
2017
Q4 | $1.69M | Sell |
23,970
-5,278
| -18% | -$372K | 0.01% | 639 |
|
|
2017
Q3 | $2.03M | Sell |
29,248
-1,854
| -6% | -$129K | 0.02% | 567 |
|
|
2017
Q2 | $2.01M | Sell |
31,102
-4,989
| -14% | -$322K | 0.02% | 574 |
|
|
2017
Q1 | $2.13M | Buy |
36,091
+180
| +0.5% | +$10.6K | 0.02% | 552 |
|
|
2016
Q4 | $1.96M | Sell |
35,911
-6,725
| -16% | -$367K | 0.02% | 570 |
|
|
2016
Q3 | $2.36M | Buy |
42,636
+4,178
| +11% | +$231K | 0.02% | 548 |
|
|
2016
Q2 | $1.96M | Buy |
38,458
+4,071
| +12% | +$208K | 0.02% | 553 |
|
|
2016
Q1 | $1.96M | Buy |
34,387
+7,220
| +27% | +$412K | 0.02% | 537 |
|
|
2015
Q4 | $1.52M | Buy |
27,167
+5,091
| +23% | +$285K | 0.02% | 596 |
|
|
2015
Q3 | $1.19M | Buy |
22,076
+6,551
| +42% | +$353K | 0.01% | 646 |
|
|
2015
Q2 | $887K | Buy |
15,525
+1,911
| +14% | +$109K | 0.01% | 752 |
|
|
2015
Q1 | $803K | Buy |
13,614
+6,480
| +91% | +$382K | 0.01% | 775 |
|
|
2014
Q4 | $367K | Buy |
+7,134
| New | +$367K | 0.01% | 908 |
|