Moneta Group Investment Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,225
Closed -$60K 250
2019
Q4
$60K Sell
1,225
-821
-40% -$40.2K 0.01% 260
2019
Q3
$94K Buy
+2,046
New +$94K 0.01% 252