Vontobel Swiss Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $326K | Buy |
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|
2019
Q3 | $265K | Buy |
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|
2019
Q2 | $275K | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $4.81M | Sell |
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|
2018
Q3 | $7.01M | Sell |
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|
2018
Q2 | $7.99M | Buy |
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|
2018
Q1 | $8.27M | Sell |
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|
2017
Q4 | $8.08M | Sell |
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|
2017
Q3 | $8.24M | Sell |
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|
2017
Q2 | $8.15M | Sell |
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|
2017
Q1 | $8.24M | Buy |
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|
2016
Q4 | $4.32M | Sell |
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|
2016
Q3 | $4.56M | Buy |
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|
2016
Q2 | $3.67M | Buy |
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|
2016
Q1 | $4.39M | Buy |
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|
2015
Q4 | $4.24M | Buy |
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|
2015
Q3 | $3.09M | Sell |
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|
2015
Q2 | $4.02M | Buy |
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|
2015
Q1 | $3.26M | Buy |
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|
2014
Q4 | $582K | Buy |
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