Genesis Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$36.6K Sell
1,000
-250
-20% -$9.15K 0.03% 215
2015
Q1
$46.3K Hold
1,250
0.04% 201
2014
Q4
$47.5K Buy
+1,250
New +$47.5K 0.04% 220