Founders Financial Alliance’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
Q2 | $5.42K | Buy |
72
+7
| +11% | +$527 | ﹤0.01% | 491 |
|
|
2025
Q1 | $4.3K | Buy |
65
+26
| +67% | +$1.72K | ﹤0.01% | 566 |
|
|
2024
Q4 | $2.37K | Hold |
39
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $2.59K | Hold |
39
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $2.36K | Hold |
39
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $2.45K | Sell |
39
-20
| -34% | -$1.26K | ﹤0.01% | 533 |
|
|
2023
Q4 | $3.59K | Buy |
59
+30
| +103% | +$1.82K | ﹤0.01% | 472 |
|
|
2023
Q3 | $1.63K | Hold |
29
| – | – | ﹤0.01% | 461 |
|
|
2023
Q2 | $1.67K | Hold |
29
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $1.7K | Sell |
29
-14
| -33% | -$818 | ﹤0.01% | 441 |
|
|
2022
Q4 | $2.39K | Hold |
43
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $2K | Sell |
43
-3
| -7% | -$140 | ﹤0.01% | 462 |
|
|
2021
Q1 | $3K | Sell |
46
-54
| -54% | -$3.52K | ﹤0.01% | 438 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 909 |
|