Concert Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,194
| Closed | -$690K | – | 219 |
|
|
2017
Q1 | $690K | Hold |
16,194
| – | – | 0.16% | 188 |
|
|
2016
Q4 | $690K | Sell |
16,194
-518
| -3% | -$22.1K | 0.15% | 193 |
|
|
2016
Q3 | $722K | Buy |
16,712
+34
| +0.2% | +$1.47K | 0.09% | 289 |
|
|
2016
Q2 | $685K | Sell |
16,678
-429
| -3% | -$17.6K | 0.09% | 271 |
|
|
2016
Q1 | $711K | Buy |
17,107
+125
| +0.7% | +$5.2K | 0.1% | 265 |
|
|
2015
Q4 | $735K | Buy |
16,982
+3,785
| +29% | +$164K | 0.1% | 261 |
|
|
2015
Q3 | $555K | Buy |
+13,197
| New | +$555K | 0.08% | 339 |
|