GWM
Gupta Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $200K | Sell |
3,400
-800
| -19% | -$47.1K | 0.05% | 246 |
|
|
2015
Q4 | $244K | Sell |
4,200
-150,768
| -97% | -$8.76M | 0.06% | 223 |
|
|
2015
Q3 | $8.55M | Buy |
154,968
+19,045
| +14% | +$1.05M | 2.08% | 8 |
|
|
2015
Q2 | $8.2M | Buy |
135,923
+20,063
| +17% | +$1.21M | 2.01% | 7 |
|
|
2015
Q1 | $6.87M | Buy |
+115,860
| New | +$6.87M | 2.02% | 6 |
|