WCA
Westover Capital 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
Q1 | – | Sell |
-46,003
| Closed | -$1.99M | – | 91 |
|
|
2014
Q4 | $1.99M | Sell |
46,003
-13,709
| -23% | -$592K | 1.7% | 22 |
|
|
2014
Q3 | $2.76M | Buy |
59,712
+3,843
| +7% | +$178K | 2.25% | 13 |
|
|
2014
Q2 | $2.68M | Buy |
55,869
+13,141
| +31% | +$631K | 2.26% | 14 |
|
|
2014
Q1 | $1.99M | Sell |
42,728
-666
| -2% | -$31K | 1.86% | 22 |
|
|
2013
Q4 | $2M | Sell |
43,394
-3,322
| -7% | -$153K | 1.91% | 23 |
|
|
2013
Q3 | $2.18M | Sell |
46,716
-6,628
| -12% | -$309K | 2.26% | 16 |
|
|
2013
Q2 | $2.46M | Buy |
+53,344
| New | +$2.46M | 2.41% | 14 |
|