Virtus Family Office’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 | $1.12M | Buy |
16,013
+6,672
| +71% | +$468K | 1.44% | 31 |
|
|
2025
Q1 | $569K | Sell |
9,341
-110
| -1% | -$6.71K | 0.73% | 35 |
|
|
2024
Q4 | $536K | Sell |
9,451
-4,940
| -34% | -$280K | 0.67% | 34 |
|
|
2024
Q3 | $914K | Sell |
14,391
-20
| -0.1% | -$1.27K | 1.21% | 31 |
|
|
2024
Q2 | $859K | Buy |
14,411
+3,134
| +28% | +$187K | 1.17% | 31 |
|
|
2024
Q1 | $674K | Hold |
11,277
| – | – | 1.08% | 27 |
|
|
2023
Q4 | $673K | Buy |
11,277
+2,962
| +36% | +$177K | 1.13% | 27 |
|
|
2023
Q3 | $436K | Buy |
8,315
+152
| +2% | +$7.98K | 0.79% | 29 |
|
|
2023
Q2 | $456K | Buy |
+8,163
| New | +$456K | 0.84% | 29 |
|