IWM
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Integrated Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

Integrated Wealth Management’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,200
Closed -$56K – 1215
2015
Q4 		$56K Hold
1,200
– – 0.02% 372
2015
Q3 		$55K Hold
1,200
– – 0.02% 361
2015
Q2 		$61K Hold
1,200
– – 0.02% 353
2015
Q1 		$62K Buy
+1,200
New +$62K 0.03% 352