WFG Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $88K | Hold |
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|
2017
Q1 | $84K | Sell |
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|
2016
Q4 | $121K | Sell |
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|
2016
Q3 | $212K | Buy |
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|
2016
Q2 | $201K | Buy |
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|
2016
Q1 | $203K | Buy |
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|
2015
Q4 | $192K | Buy |
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|
2015
Q3 | $187K | Buy |
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|
2015
Q2 | $209K | Buy |
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|
2015
Q1 | $87K | Buy |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $12K | Hold |
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|
2014
Q2 | $13K | Buy |
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|
2014
Q1 | $13K | Sell |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $28K | Buy |
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|
2013
Q2 | $25K | Buy |
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