Cahill Financial Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
4,035
+357
| +10% | +$26.9K | 0.04% | 227 |
|
|
2025
Q1 | $243K | Buy |
+3,678
| New | +$243K | 0.03% | 234 |
|
|
2024
Q4 | – | Sell |
-3,080
| Closed | -$204K | – | 266 |
|
|
2024
Q3 | $204K | Buy |
+3,080
| New | +$204K | 0.03% | 250 |
|
|
2023
Q3 | – | Sell |
-4,025
| Closed | -$232K | – | 242 |
|
|
2023
Q2 | $232K | Buy |
4,025
+27
| +0.7% | +$1.56K | 0.04% | 221 |
|
|
2023
Q1 | $234K | Buy |
3,998
+8
| +0.2% | +$468 | 0.04% | 214 |
|
|
2022
Q4 | $221K | Buy |
+3,990
| New | +$221K | 0.04% | 214 |
|
|
2021
Q4 | – | Sell |
-1,135
| Closed | -$76K | – | 362 |
|
|
2021
Q3 | $76K | Buy |
+1,135
| New | +$76K | 0.02% | 294 |
|