Beacon Pointe Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,300
| Closed | -$219K | – | 1208 |
|
|
2024
Q3 | $219K | Buy |
+3,300
| New | +$219K | ﹤0.01% | 1118 |
|
|
2024
Q2 | – | Sell |
-3,300
| Closed | -$208K | – | 1268 |
|
|
2024
Q1 | $208K | Hold |
3,300
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q4 | $201K | Buy |
+3,300
| New | +$201K | ﹤0.01% | 1214 |
|
|
2022
Q2 | – | Sell |
-3,350
| Closed | -$215K | – | 1082 |
|
|
2022
Q1 | $215K | Hold |
3,350
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $225K | Sell |
3,350
-100
| -3% | -$6.72K | 0.01% | 836 |
|
|
2021
Q3 | $231K | Buy |
+3,450
| New | +$231K | 0.01% | 805 |
|