Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,495
| Closed | -$234K | – | 2101 |
|
|
2021
Q3 | $234K | Hold |
3,495
| – | – | ﹤0.01% | 1754 |
|
|
2021
Q2 | $237K | Hold |
3,495
| – | – | ﹤0.01% | 1692 |
|
|
2021
Q1 | $235K | Hold |
3,495
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q4 | $222K | Sell |
3,495
-420
| -11% | -$26.7K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $219K | Buy |
+3,915
| New | +$219K | ﹤0.01% | 1599 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$3K | – | 2274 |
|
|
2017
Q2 | $3K | Sell |
50
-950
| -95% | -$57K | ﹤0.01% | 4095 |
|
|
2017
Q1 | $60K | Sell |
1,000
-31
| -3% | -$1.86K | ﹤0.01% | 2320 |
|
|
2016
Q4 | $57K | Sell |
1,031
-300
| -23% | -$16.6K | ﹤0.01% | 2272 |
|
|
2016
Q3 | $75K | Hold |
1,331
| – | – | ﹤0.01% | 2035 |
|
|
2016
Q2 | $70K | Hold |
1,331
| – | – | ﹤0.01% | 1897 |
|
|
2016
Q1 | $74K | Buy |
1,331
+300
| +29% | +$16.7K | ﹤0.01% | 1808 |
|
|
2015
Q4 | $57K | Buy |
1,031
+121
| +13% | +$6.69K | ﹤0.01% | 1990 |
|
|
2015
Q3 | $48K | Buy |
+910
| New | +$48K | ﹤0.01% | 2058 |
|
|
2015
Q2 | – | Sell |
-928
| Closed | -$55K | – | 1486 |
|
|
2015
Q1 | $55K | Buy |
928
+18
| +2% | +$1.07K | ﹤0.01% | 1950 |
|
|
2014
Q4 | $51K | Sell |
910
-160
| -15% | -$8.97K | ﹤0.01% | 1973 |
|
|
2014
Q3 | $60K | Hold |
1,070
| – | – | ﹤0.01% | 1787 |
|
|
2014
Q2 | $66K | Sell |
1,070
-433
| -29% | -$26.7K | ﹤0.01% | 1671 |
|
|
2014
Q1 | $91K | Buy |
1,503
+593
| +65% | +$35.9K | ﹤0.01% | 1455 |
|
|
2013
Q4 | $54K | Hold |
910
| – | – | ﹤0.01% | 1555 |
|
|
2013
Q3 | $51K | Buy |
910
+368
| +68% | +$20.6K | ﹤0.01% | 1491 |
|
|
2013
Q2 | $27K | Buy |
+542
| New | +$27K | ﹤0.01% | 1738 |
|