Focused Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30
| Closed | -$2K | – | 676 |
|
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 578 |
|
|
2015
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 575 |
|
|
2015
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 592 |
|
|
2014
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 574 |
|
|
2014
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 575 |
|
|
2014
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 582 |
|
|
2014
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 550 |
|
|
2013
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 550 |
|
|
2013
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 510 |
|