DFIM
Detwiler Fenton Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | $772K | Sell |
12,793
-52,990
| -81% | -$3.2M | 2.49% | 11 |
|
2015
Q1 | $3.9M | Buy |
65,783
+24,061
| +58% | +$1.43M | 4.1% | 11 |
|
2014
Q4 | $2.32M | Sell |
41,722
-1,855
| -4% | -$103K | 2.62% | 14 |
|
2014
Q3 | $2.58M | Buy |
43,577
+495
| +1% | +$29.3K | 2.46% | 19 |
|
2014
Q2 | $2.79M | Sell |
43,082
-791
| -2% | -$51.2K | 2.25% | 19 |
|
2014
Q1 | $2.85M | Buy |
43,873
+1,554
| +4% | +$101K | 2.46% | 14 |
|
2013
Q4 | $2.67M | Sell |
42,319
-249
| -0.6% | -$15.7K | 2.39% | 13 |
|
2013
Q3 | $2.56M | Buy |
42,568
+104
| +0.2% | +$6.25K | 2.27% | 11 |
|
2013
Q2 | $2.22M | Buy |
+42,464
| New | +$2.22M | 2.25% | 16 |
|