TWA
Tillar-Wenstrup Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-71,098
| Closed | -$3.09M | – | 40 |
|
2015
Q2 | $3.09M | Buy |
71,098
+22,395
| +46% | +$972K | 2.79% | 7 |
|
2015
Q1 | $2.15M | Buy |
48,703
+2,967
| +6% | +$131K | 2.1% | 28 |
|
2014
Q4 | $1.97M | Sell |
45,736
-9,000
| -16% | -$388K | 1.91% | 31 |
|
2014
Q3 | $2.53M | Buy |
54,736
+266
| +0.5% | +$12.3K | 2.34% | 11 |
|
2014
Q2 | $2.61M | Buy |
+54,470
| New | +$2.61M | 2.1% | 15 |
|