HHGA
Halbert Hargrove Global Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,009
| Closed | -$208K | – | 73 |
|
|
2017
Q4 | $208K | Sell |
3,009
-1,188
| -28% | -$82.1K | 0.05% | 70 |
|
|
2017
Q3 | $278K | Sell |
4,197
-849
| -17% | -$56.2K | 0.08% | 49 |
|
|
2017
Q2 | $322K | Hold |
5,046
| – | – | 0.09% | 47 |
|
|
2017
Q1 | $304K | Hold |
5,046
| – | – | 0.08% | 56 |
|
|
2016
Q4 | $279K | Hold |
5,046
| – | – | 0.08% | 57 |
|
|
2016
Q3 | $283K | Hold |
5,046
| – | – | 0.08% | 51 |
|
|
2016
Q2 | $264K | Hold |
5,046
| – | – | 0.08% | 57 |
|
|
2016
Q1 | $282K | Buy |
+5,046
| New | +$282K | 0.1% | 51 |
|