Frontier 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
2020
Q4
Sell
-4,850
Closed -$200K 378
2020
Q3
$200K Buy
+4,850
New +$200K 0.02% 341
2015
Q3
Sell
-9,442
Closed -$451K 355
2015
Q2
$451K Sell
9,442
-10,123
-52% -$484K 0.07% 212
2015
Q1
$954K Buy
+19,565
New +$954K 0.15% 108