Windsor Wealth 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
2022
Q2
Sell
-4,978
Closed -$242K 178
2022
Q1
$242K Hold
4,978
0.04% 208
2021
Q4
$250K Buy
4,978
+35
+0.7% +$1.76K 0.05% 208
2021
Q3
$236K Buy
+4,943
New +$236K 0.05% 204