Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-159
| Closed | -$11K | – | 3171 |
|
|
2021
Q4 | $11K | Sell |
159
-63
| -28% | -$4.36K | ﹤0.01% | 2536 |
|
|
2021
Q3 | $15K | Buy |
+222
| New | +$15K | ﹤0.01% | 2328 |
|
|
2020
Q2 | – | Sell |
-1,272
| Closed | -$60K | – | 2451 |
|
|
2020
Q1 | $60K | Buy |
1,272
+218
| +21% | +$10.3K | ﹤0.01% | 1311 |
|
|
2019
Q4 | $69K | Hold |
1,054
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q3 | $64K | Hold |
1,054
| – | – | ﹤0.01% | 1329 |
|
|
2019
Q2 | $65K | Buy |
1,054
+49
| +5% | +$3.02K | ﹤0.01% | 1290 |
|
|
2019
Q1 | $62K | Buy |
1,005
+376
| +60% | +$23.2K | ﹤0.01% | 1255 |
|
|
2018
Q4 | $36K | Buy |
629
+394
| +168% | +$22.6K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $15K | Buy |
+235
| New | +$15K | ﹤0.01% | 1779 |
|