CWM
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Concert Wealth Management’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History

Concert Wealth Management’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,230
Closed -$30K – 551
2016
Q3 		$30K Buy
+1,230
New +$30K ﹤0.01% 863