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Genesis Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Genesis Wealth Advisors’s Portfolio DWM Stock Details DWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$346K Buy
6,776
+29
+0.4% +$1.48K 0.28% 34
2015
Q1 		$352K Sell
6,747
-2,068
-23% -$108K 0.29% 37
2014
Q4 		$468K Buy
+8,815
New +$468K 0.37% 34