Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $701K | Hold |
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|
2019
Q3 | $643K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $662K | Sell |
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|
2018
Q4 | $652K | Hold |
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|
2018
Q3 | $753K | Hold |
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|
2018
Q2 | $749K | Sell |
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|
2018
Q1 | $1.31M | Sell |
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|
2017
Q4 | $1.52M | Hold |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.4M | Hold |
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|
2017
Q1 | $1.32M | Hold |
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|
2016
Q4 | $1.22M | Hold |
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|
2016
Q3 | $1.24M | Hold |
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|
2016
Q2 | $1.15M | Hold |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $978K | Buy |
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|
2015
Q3 | $743K | Buy |
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|
2015
Q2 | $591K | Buy |
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