Stokes & Hubbell Capital Management’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,362
| Closed | -$535K | – | 90 |
|
|
2016
Q3 | $535K | Sell |
12,362
-5,244
| -30% | -$227K | 0.22% | 62 |
|
|
2016
Q2 | $729K | Sell |
17,606
-981
| -5% | -$40.6K | 0.31% | 51 |
|
|
2016
Q1 | $778K | Buy |
18,587
+325
| +2% | +$13.6K | 0.36% | 45 |
|
|
2015
Q4 | $788K | Sell |
18,262
-8,200
| -31% | -$354K | 0.43% | 42 |
|
|
2015
Q3 | $1.12M | Buy |
+26,462
| New | +$1.12M | 0.68% | 33 |
|