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Orgel Wealth Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History

Orgel Wealth Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,058
Closed -$256K – 43
2017
Q4 		$256K Buy
+5,058
New +$256K 0.06% 35