Concert Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $237K | Sell |
|
|||||
|
2017
Q1 | $233K | Hold |
|
|||||
|
2016
Q4 | $233K | Buy |
|
|||||
|
2016
Q3 | $183K | Sell |
|
|||||
|
2016
Q2 | $243K | Buy |
|
|||||
|
2016
Q1 | $260K | Sell |
|
|||||
|
2015
Q4 | $268K | Hold |
|
|||||
|
2015
Q3 | $255K | Sell |
|
|||||
|
2015
Q2 | $305K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $304K | Sell |
|
|||||
|
2014
Q3 | $330K | Buy |
|
|||||
|
2014
Q2 | $347K | Sell |
|
|||||
|
2014
Q1 | $352K | Sell |
|
|||||
|
2013
Q4 | $355K | Buy |
|
|||||
|
2013
Q3 | $336K | Buy |
|
|||||
|
2013
Q2 | $279K | Buy |
|