GIA
GHP Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
32,827
-203
| -0.6% | -$15.3K | 0.11% | 203 |
|
|
2025
Q1 | $2.19M | Sell |
33,030
-571
| -2% | -$37.8K | 0.11% | 211 |
|
|
2024
Q4 | $2.04M | Sell |
33,601
-962
| -3% | -$58.4K | 0.1% | 225 |
|
|
2024
Q3 | $2.29M | Sell |
34,563
-6,530
| -16% | -$433K | 0.11% | 216 |
|
|
2024
Q2 | $2.49M | Sell |
41,093
-8,914
| -18% | -$540K | 0.12% | 204 |
|
|
2024
Q1 | $3.15M | Sell |
50,007
-5,213
| -9% | -$328K | 0.16% | 191 |
|
|
2023
Q4 | $3.36M | Sell |
55,220
-2,509
| -4% | -$152K | 0.18% | 172 |
|
|
2023
Q3 | $3.18M | Sell |
57,729
-5,446
| -9% | -$300K | 0.19% | 166 |
|
|
2023
Q2 | $3.7M | Sell |
63,175
-40,345
| -39% | -$2.36M | 0.22% | 157 |
|
|
2023
Q1 | $6.05M | Sell |
103,520
-21,093
| -17% | -$1.23M | 0.38% | 92 |
|
|
2022
Q4 | $6.91M | Sell |
124,613
-38,172
| -23% | -$2.12M | 0.47% | 75 |
|
|
2022
Q3 | $7.71M | Sell |
162,785
-29,157
| -15% | -$1.38M | 0.59% | 45 |
|
|
2022
Q2 | $10.6M | Sell |
191,942
-9,534
| -5% | -$528K | 0.79% | 23 |
|
|
2022
Q1 | $12.9M | Buy |
201,476
+4,411
| +2% | +$283K | 0.85% | 22 |
|
|
2021
Q4 | $13.2M | Buy |
197,065
+4,406
| +2% | +$296K | 0.94% | 20 |
|
|
2021
Q3 | $12.9M | Buy |
192,659
+4,142
| +2% | +$277K | 1.02% | 19 |
|
|
2021
Q2 | $12.8M | Buy |
188,517
+8,352
| +5% | +$567K | 1.03% | 19 |
|
|
2021
Q1 | $12.1M | Buy |
180,165
+1,932
| +1% | +$130K | 1.05% | 19 |
|
|
2020
Q4 | $11.3M | Sell |
178,233
-1,030
| -0.6% | -$65.5K | 1.08% | 18 |
|
|
2020
Q3 | $10M | Sell |
179,263
-24,608
| -12% | -$1.38M | 1.13% | 17 |
|
|
2020
Q2 | $10.9M | Sell |
203,871
-19,570
| -9% | -$1.05M | 1.36% | 10 |
|
|
2020
Q1 | $10.5M | Sell |
223,441
-9,342
| -4% | -$438K | 1.57% | 8 |
|
|
2019
Q4 | $15.3M | Buy |
232,783
+12,796
| +6% | +$841K | 1.64% | 7 |
|
|
2019
Q3 | $13.3M | Buy |
219,987
+5,741
| +3% | +$346K | 1.65% | 5 |
|
|
2019
Q2 | $13.3M | Buy |
214,246
+4,270
| +2% | +$264K | 1.62% | 6 |
|
|
2019
Q1 | $13M | Buy |
209,976
+10,871
| +5% | +$675K | 1.68% | 6 |
|
|
2018
Q4 | $11.3M | Sell |
199,105
-34,944
| -15% | -$1.98M | 1.7% | 6 |
|
|
2018
Q3 | $15.3M | Buy |
234,049
+2,943
| +1% | +$193K | 2.05% | 6 |
|
|
2018
Q2 | $15.1M | Buy |
231,106
+5,582
| +2% | +$364K | 2.12% | 5 |
|
|
2018
Q1 | $15.5M | Buy |
225,524
+5,597
| +3% | +$385K | 2.2% | 4 |
|
|
2017
Q4 | $15.2M | Buy |
219,927
+3,884
| +2% | +$268K | 2.16% | 4 |
|
|
2017
Q3 | $14.3M | Buy |
216,043
+5,347
| +3% | +$355K | 2.17% | 5 |
|
|
2017
Q2 | $13.4M | Buy |
210,696
+44,853
| +27% | +$2.86M | 2.13% | 5 |
|
|
2017
Q1 | $9.98M | Buy |
165,843
+31,915
| +24% | +$1.92M | 1.71% | 9 |
|
|
2016
Q4 | $7.42M | Buy |
133,928
+7,924
| +6% | +$439K | 1.38% | 10 |
|
|
2016
Q3 | $7.07M | Buy |
126,004
+5,681
| +5% | +$319K | 1.44% | 11 |
|
|
2016
Q2 | $6.31M | Buy |
120,323
+7,955
| +7% | +$417K | 1.36% | 11 |
|
|
2016
Q1 | $6.27M | Buy |
112,368
+4,986
| +5% | +$278K | 1.42% | 10 |
|
|
2015
Q4 | $5.96M | Buy |
107,382
+11,618
| +12% | +$645K | 1.44% | 10 |
|
|
2015
Q3 | $5.09M | Buy |
95,764
+5,894
| +7% | +$313K | 1.31% | 13 |
|
|
2015
Q2 | $5.28M | Buy |
89,870
+3,983
| +5% | +$234K | 1.3% | 13 |
|
|
2015
Q1 | $5.06M | Buy |
85,887
+2,187
| +3% | +$129K | 1.32% | 14 |
|
|
2014
Q4 | $4.66M | Buy |
83,700
+2,163
| +3% | +$120K | 1.28% | 14 |
|
|
2014
Q3 | $4.61M | Buy |
81,537
+4,094
| +5% | +$231K | 1.36% | 14 |
|
|
2014
Q2 | $4.78M | Buy |
77,443
+6,158
| +9% | +$380K | 1.41% | 13 |
|
|
2014
Q1 | $4.29M | Buy |
71,285
+5,792
| +9% | +$349K | 1.37% | 13 |
|
|
2013
Q4 | $3.87M | Buy |
65,493
+11,194
| +21% | +$662K | 1.28% | 14 |
|
|
2013
Q3 | $3.05M | Buy |
54,299
+4,250
| +8% | +$238K | 1.11% | 16 |
|
|
2013
Q2 | $2.52M | Buy |
+50,049
| New | +$2.52M | 1% | 17 |
|