IFP Advisors’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 | $84.6K | Buy |
+1,123
| New | +$84.6K | ﹤0.01% | 1737 |
|
|
2023
Q1 | – | Sell |
-900
| Closed | -$62K | – | 3620 |
|
|
2022
Q4 | $62K | Sell |
900
-100
| -10% | -$6.89K | ﹤0.01% | 2084 |
|
|
2022
Q3 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 2129 |
|
|
2022
Q2 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 1933 |
|
|
2022
Q1 | $69K | Buy |
+1,000
| New | +$69K | ﹤0.01% | 1933 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3611 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3341 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3259 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3171 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3036 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2919 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3002 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3185 |
|
|
2018
Q4 | – | Sell |
-3
| Closed | – | – | 3545 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3816 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3859 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3752 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3813 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 4054 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4063 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3986 |
|
|
2016
Q4 | $0 | Sell |
3
-800
| -100% | – | ﹤0.01% | 3974 |
|
|
2016
Q3 | $45K | Hold |
803
| – | – | ﹤0.01% | 1867 |
|
|
2016
Q2 | $42K | Buy |
+803
| New | +$42K | ﹤0.01% | 1870 |
|
|
2016
Q1 | – | Sell |
-1,048
| Closed | -$58K | – | 2599 |
|
|
2015
Q4 | $58K | Buy |
+1,048
| New | +$58K | ﹤0.01% | 1502 |
|