Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 2018 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3750 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3742 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3786 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3801 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3736 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3712 |
|
|
2023
Q2 | – | Sell |
-1,029
| Closed | -$60.2K | – | 3680 |
|
|
2023
Q1 | $60.2K | Buy |
+1,029
| New | +$60.2K | ﹤0.01% | 1025 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3569 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3351 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3414 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3362 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3503 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3457 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3363 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3296 |
|
|
2020
Q4 | – | Sell |
-225
| Closed | -$13K | – | 3234 |
|
|
2020
Q3 | $13K | Hold |
225
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q4 | $15K | Buy |
+225
| New | +$15K | ﹤0.01% | 1329 |
|
|
2019
Q3 | – | Sell |
-225
| Closed | -$14K | – | 2686 |
|
|
2019
Q2 | $14K | Hold |
225
| – | – | ﹤0.01% | 1373 |
|
|
2019
Q1 | $13K | Hold |
225
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q4 | $12K | Hold |
225
| – | – | ﹤0.01% | 1346 |
|
|
2018
Q3 | $15K | Buy |
+225
| New | +$15K | ﹤0.01% | 950 |
|