Well Done LLC’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,203
| Closed | -$772K | – | 756 |
|
2018
Q3 | $772K | Hold |
12,203
| – | – | 0.22% | 58 |
|
2018
Q2 | $796K | Hold |
12,203
| – | – | 0.24% | 55 |
|
2018
Q1 | $853K | Buy |
12,203
+620
| +5% | +$43.3K | 0.26% | 48 |
|
2017
Q4 | $818K | Hold |
11,583
| – | – | 0.27% | 50 |
|
2017
Q3 | $805K | Hold |
11,583
| – | – | 0.25% | 60 |
|
2017
Q2 | $747K | Hold |
11,583
| – | – | 0.26% | 48 |
|
2017
Q1 | $684K | Buy |
11,583
+1,119
| +11% | +$66.1K | 0.24% | 48 |
|
2016
Q4 | $572K | Hold |
10,464
| – | – | 0.22% | 52 |
|
2016
Q3 | $579 | Sell |
10,464
-12,933
| -55% | -$716 | 0.21% | 50 |
|
2016
Q2 | $1.19M | Buy |
23,397
+877
| +4% | +$44.8K | 0.43% | 33 |
|
2016
Q1 | $1.28M | Sell |
22,520
-5,568
| -20% | -$317K | 0.47% | 33 |
|
2015
Q4 | $1.57M | Buy |
+28,088
| New | +$1.57M | 0.56% | 28 |
|