ProVise Management Group’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-11,309
Closed -$103K 352
2017
Q1
$103K Sell
11,309
-43,772
-79% -$399K 0.02% 317
2016
Q4
$614K Buy
+55,081
New +$614K 0.1% 192