GWM
Gupta Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5.54M | Buy |
132,350
+34,666
| +35% | +$1.45M | 1.3% | 11 |
|
|
2015
Q4 | $4.22M | Buy |
97,684
+13,201
| +16% | +$570K | 1.07% | 19 |
|
|
2015
Q3 | $3.59M | Buy |
84,483
+42,153
| +100% | +$1.79M | 0.87% | 23 |
|
|
2015
Q2 | $2.02M | Sell |
42,330
-170
| -0.4% | -$8.11K | 0.5% | 52 |
|
|
2015
Q1 | $2.07M | Buy |
+42,500
| New | +$2.07M | 0.61% | 49 |
|