CFP
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Cascade Financial Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Cascade Financial Partners’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$275K Hold
3,650
– – 0.03% 215
2025
Q1 		$242K Hold
3,650
– – 0.03% 216
2024
Q4 		$222K Hold
3,650
– – 0.03% 228
2024
Q3 		$233K Hold
3,650
– – 0.03% 218
2024
Q2 		$221K Hold
3,650
– – 0.03% 216
2024
Q1 		$223K Buy
+3,650
New +$223K 0.03% 212