Cedar Brook Financial Partners’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
2024
Q2
Sell
-3,376
Closed -$212K 113
2024
Q1
$212K Buy
3,376
+6
+0.2% +$377 0.04% 409
2023
Q4
$203K Buy
+3,370
New +$203K 0.05% 397