SWA
SOA Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Sell |
587
-280
| -32% | -$21.1K | 0.01% | 385 |
|
|
2025
Q1 | $57.4K | Buy |
867
+3
| +0.3% | +$198 | 0.01% | 325 |
|
|
2024
Q4 | $52.5K | Sell |
864
-39
| -4% | -$2.37K | 0.01% | 325 |
|
|
2024
Q3 | $59.9K | Buy |
903
+3
| +0.3% | +$199 | 0.01% | 296 |
|
|
2024
Q2 | $54.5K | Buy |
900
+12
| +1% | +$727 | 0.01% | 297 |
|
|
2024
Q1 | $55.8K | Buy |
888
+2
| +0.2% | +$126 | 0.01% | 294 |
|
|
2023
Q4 | $53.9K | Buy |
886
+6
| +0.7% | +$365 | 0.01% | 288 |
|
|
2023
Q3 | $49.4K | Sell |
880
-192
| -18% | -$10.8K | 0.01% | 285 |
|
|
2023
Q2 | $61.7K | Sell |
1,072
-831
| -44% | -$47.9K | 0.01% | 272 |
|
|
2023
Q1 | $111K | Buy |
1,903
+11
| +0.6% | +$643 | 0.03% | 216 |
|
|
2022
Q4 | $105K | Sell |
1,892
-10
| -0.5% | -$555 | 0.03% | 219 |
|
|
2022
Q3 | $90K | Buy |
1,902
+9
| +0.5% | +$426 | 0.03% | 211 |
|
|
2022
Q2 | $104K | Sell |
1,893
-918
| -33% | -$50.4K | 0.03% | 199 |
|
|
2022
Q1 | $180K | Buy |
2,811
+12
| +0.4% | +$768 | 0.04% | 174 |
|
|
2021
Q4 | $188K | Buy |
2,799
+352
| +14% | +$23.6K | 0.05% | 165 |
|
|
2021
Q3 | $163K | Buy |
2,447
+145
| +6% | +$9.66K | 0.04% | 172 |
|
|
2021
Q2 | $156K | Buy |
2,302
+614
| +36% | +$41.6K | 0.04% | 177 |
|
|
2021
Q1 | $113K | Sell |
1,688
-18
| -1% | -$1.21K | 0.03% | 185 |
|
|
2020
Q4 | $112K | Buy |
+1,706
| New | +$112K | 0.03% | 182 |
|