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Kestra Private Wealth Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Kestra Private Wealth Services’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,652
Closed -$723K – 935
2021
Q2 		$723K Sell
10,652
-239
-2% -$16.2K 0.04% 419
2021
Q1 		$731K Sell
10,891
-1,043
-9% -$70K 0.05% 368
2020
Q4 		$763K Buy
+11,934
New +$763K 0.06% 336