PWAG
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Polaris Wealth Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio DLS Stock Details DLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,764
Closed -$693K – 113
2016
Q1 		$693K Sell
11,764
-21,196
-64% -$1.25M 0.11% 59
2015
Q4 		$1.92M Buy
+32,960
New +$1.92M 0.31% 52