IWC
Integrated Wealth Counsel’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-21,100
| Closed | -$983K | – | 105 |
|
|
2014
Q1 | $983K | Sell |
21,100
-2,330
| -10% | -$109K | 0.78% | 29 |
|
|
2013
Q4 | $1.08M | Buy |
23,430
+15,230
| +186% | +$702K | 0.79% | 29 |
|
|
2013
Q3 | $383K | Buy |
8,200
+1,850
| +29% | +$86.3K | 0.28% | 48 |
|
|
2013
Q2 | $292K | Buy |
+6,350
| New | +$292K | 0.21% | 56 |
|