CWM
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Cabot Wealth Management’s WisdomTree WT Stock Holding History

Cabot Wealth Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-179,999
Closed -$2.36M – 153
2014
Q1 		$2.36M Buy
+179,999
New +$2.36M 0.62% 78