B. Riley Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-100
| Closed | -$6K | – | 283 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 824 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 841 |
|
|
2014
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 894 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 912 |
|
|
2014
Q1 | $7K | Buy |
+100
| New | +$7K | 0.01% | 829 |
|