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Apriem Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Apriem Advisors’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed -$56K – 605
2016
Q2 		$56K Hold
1,000
– – 0.02% 215
2016
Q1 		$59K Sell
1,000
-1,000
-50% -$55.3K 0.02% 185
2015
Q4 		$116K Hold
2,000
– – 0.04% 127
2015
Q3 		$110K Buy
+2,000
New +$117K 0.04% 130
2015
Q2 		– Sell
-143
Closed -$8K – 637
2015
Q1 		$8K Buy
+143
New +$8.24K ﹤0.01% 431

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