Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $60K | Sell |
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|
2016
Q4 | $57K | Sell |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $74K | Buy |
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|
2015
Q4 | $57K | Buy |
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|
2015
Q3 | $48K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $55K | Buy |
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|
2014
Q4 | $51K | Sell |
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|
2014
Q3 | $60K | Hold |
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|
2014
Q2 | $66K | Sell |
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|
2014
Q1 | $91K | Buy |
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|
2013
Q4 | $54K | Hold |
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|
2013
Q3 | $51K | Buy |
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|
2013
Q2 | $27K | Buy |
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