Signature Estate & Investment 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 | $269K | Buy |
3,568
+68
| +2% | +$5.12K | 0.01% | 493 |
|
|
2025
Q1 | $232K | Buy |
3,500
+15
| +0.4% | +$993 | 0.01% | 492 |
|
|
2024
Q4 | $212K | Buy |
3,485
+28
| +0.8% | +$1.7K | 0.01% | 498 |
|
|
2024
Q3 | $229K | Buy |
3,457
+18
| +0.5% | +$1.19K | 0.01% | 473 |
|
|
2024
Q2 | $208K | Buy |
+3,439
| New | +$208K | 0.01% | 481 |
|
|
2018
Q1 | – | Sell |
-26,761
| Closed | -$1.85M | – | 151 |
|
|
2017
Q4 | $1.85M | Sell |
26,761
-10,248
| -28% | -$707K | 0.19% | 70 |
|
|
2017
Q3 | $2.46M | Sell |
37,009
-1,905
| -5% | -$126K | 0.27% | 54 |
|
|
2017
Q2 | $2.48M | Sell |
38,914
-2,472
| -6% | -$158K | 0.29% | 50 |
|
|
2017
Q1 | $2.49M | Sell |
41,386
-1,415
| -3% | -$85.2K | 0.31% | 50 |
|
|
2016
Q4 | $2.37M | Sell |
42,801
-991
| -2% | -$54.9K | 0.33% | 51 |
|
|
2016
Q3 | $2.46M | Sell |
43,792
-2,835
| -6% | -$159K | 0.36% | 50 |
|
|
2016
Q2 | $2.44M | Sell |
46,627
-4,394
| -9% | -$230K | 0.39% | 46 |
|
|
2016
Q1 | $2.85M | Sell |
51,021
-14,035
| -22% | -$783K | 0.47% | 44 |
|
|
2015
Q4 | $3.61M | Buy |
65,056
+15,283
| +31% | +$848K | 0.62% | 43 |
|
|
2015
Q3 | $2.64M | Sell |
49,773
-934
| -2% | -$49.6K | 0.55% | 43 |
|
|
2015
Q2 | $3M | Sell |
50,707
-325
| -0.6% | -$19.2K | 0.67% | 40 |
|
|
2015
Q1 | $3.01M | Sell |
51,032
-1,707
| -3% | -$101K | 0.79% | 36 |
|
|
2014
Q4 | $2.93M | Buy |
+52,739
| New | +$2.93M | 0.97% | 31 |
|