BFS
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Bradley Foster & Sargent’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bradley Foster & Sargent’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-11,386
Closed -$352K – 346
2013
Q3 		$352K Buy
11,386
+756
+7% +$23.4K 0.02% 261
2013
Q2 		$321K Buy
+10,630
New +$321K 0.02% 261