FC
Financial Consulate’s WisdomTree Global High Dividend Fund DEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-317,159
| Closed | -$13.8M | – | 64 |
|
|
2015
Q2 | $13.8M | Buy |
317,159
+9,708
| +3% | +$422K | 10.17% | 2 |
|
|
2015
Q1 | $13.6M | Buy |
307,451
+83,299
| +37% | +$3.69M | 11.5% | 1 |
|
|
2014
Q4 | $9.85M | Buy |
+224,152
| New | +$9.85M | 6.49% | 4 |
|