PWAG
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Polaris Wealth Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DES Stock Details DES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-12,182
Closed -$837K – 110
2016
Q1 		$837K Sell
12,182
-21,575
-64% -$1.48M 0.13% 55
2015
Q4 		$2.19M Buy
+33,757
New +$2.19M 0.35% 50