Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $962K | Hold |
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|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $65K | Buy |
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|
2021
Q1 | $65K | Sell |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $70K | Sell |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $96K | Sell |
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|
2019
Q2 | $145K | Hold |
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|
2019
Q1 | $145K | Sell |
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|
2018
Q4 | $133K | Sell |
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|
2018
Q3 | $176K | Buy |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $171K | Sell |
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|
2017
Q4 | $185K | Buy |
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|
2017
Q3 | $165K | Buy |
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|
2017
Q2 | $146K | Buy |
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|
2017
Q1 | $65K | Buy |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $33K | Hold |
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|
2016
Q2 | $31K | Buy |
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