Financial Perspectives, Inc Wisdomtree Tr Europe Smallcap Transaction History

Financial Perspectives, Inc

$292 Billion
Q1 2025

A detailed history of Financial Perspectives, Inc transactions in Wisdomtree Tr Europe Smallcap stock. As of the latest transaction made, Financial Perspectives, Inc holds 5,853 shares of DFE stock, worth $380,386. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,853

Previous 5,826 0.46%

Holding current value

$380,386

Previous $330 Million 8.25%

% of portfolio

0.12%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$54.53 - $63.21 $1,472 - $1,706	27 Added 0.46%	5,853 $357 Million
Q4 2024 Jan 31, 2025	BUY	$56.18 - $62.7 $2,809 - $3,135	50 Added 0.87%	5,826 $330 Million
Q3 2024 Oct 17, 2024	BUY	$58.97 - $64.0 $1,710 - $1,856	29 Added 0.5%	5,776 $367 Million
Q2 2024 Aug 09, 2024	BUY	$57.33 - $64.18 $5,217 - $5,840	91 Added 1.61%	5,747 $342 Million
Q1 2024 Apr 19, 2024	BUY	$56.26 - $59.78 $1,181 - $1,255	21 Added 0.37%	5,656 $338 Million
Q4 2023 Feb 01, 2024	BUY	$48.64 - $60.25 $924 - $1,144	19 Added 0.34%	5,635 $336 Million
Q3 2023 Jan 09, 2024	BUY	$51.63 - $58.78 $2,168 - $2,468	42 Added 0.75%	5,616 $295 Million
Q2 2023 Jan 09, 2024	BUY	$54.91 - $60.54 $5,930 - $6,538	108 Added 1.98%	5,574 $311 Million
Q1 2023 Jan 09, 2024	BUY	$55.29 - $61.12 $1,935 - $2,139	35 Added 0.64%	5,466 $319 Million
Q4 2022 Jan 09, 2024	BUY	$44.81 - $56.45 $1,299 - $1,637	29 Added 0.54%	5,431 $297 Million
Q3 2022 Jan 09, 2024	SELL	$44.46 - $58.47 $53,129 - $69,871	-1,195 Reduced 18.11%	5,402 $244 Million
Q2 2022 Jan 09, 2024	BUY	$55.2 - $67.83 $7,231 - $8,885	131 Added 2.03%	6,597 $364 Million
Q1 2022 Jan 09, 2024	BUY	$58.39 - $75.24 $583 - $752	10 Added 0.15%	6,466 $435 Million
Q4 2021 Jan 09, 2024	BUY	$69.94 - $76.06 $769 - $836	11 Added 0.17%	6,456 $481 Million
Q3 2021 Jan 09, 2024	BUY	$71.46 - $79.11 $1,572 - $1,740	22 Added 0.34%	6,445 $463 Million
Q2 2021 Jan 09, 2024	SELL	$71.04 - $77.82 $33.4 Million - $36.6 Million	-470,541 Reduced 98.65%	6,423 $471 Million
Q1 2021 Jan 09, 2024	BUY	$63.97 - $70.06 $30.1 Million - $32.9 Million	470,124 Added 6873.16%	476,964 $6.85 Million
Q4 2020 Jan 09, 2024	SELL	$50.23 - $64.84 $45,207 - $58,356	-900 Reduced 11.63%	6,840 $442 Million
Q3 2020 Jan 09, 2024	BUY	$49.71 - $55.59 $944 - $1,056	19 Added 0.25%	7,740 $412 Million
Q2 2020 Jan 09, 2024	SELL	$38.78 - $53.28 $120,101 - $165,008	-3,097 Reduced 28.63%	7,721 $382 Million
Q1 2020 Jan 09, 2024	SELL	$35.16 - $65.92 $27,038 - $50,692	-769 Reduced 6.64%	10,818 $440 Million
Q4 2019 Jan 09, 2024	BUY	$54.14 - $65.35 $627,320 - $757,210	11,587 New	11,587 $757 Million

Others Institutions Holding DFE

# of Institutions

Shares Held

709K

Call Options Held

Put Options Held

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About WISDOMTREE TR EUROPE SMALLCAP

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Financial Perspectives, Inc Wisdomtree Tr Europe Smallcap Transaction History