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Sequoia Financial Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Sequoia Financial Advisors’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,748
Closed -$210K – 167
2014
Q2 		$210K Hold
3,748
– – 0.16% 146
2014
Q1 		$205K Hold
3,748
– – 0.17% 149
2013
Q4 		$204K Buy
+3,748
New +$204K 0.17% 139