SOA Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $44.2K | Sell |
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2025
Q1 | $57.4K | Buy |
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2024
Q4 | $52.5K | Sell |
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2024
Q3 | $59.9K | Buy |
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2024
Q2 | $54.5K | Buy |
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2024
Q1 | $55.8K | Buy |
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2023
Q4 | $53.9K | Buy |
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2023
Q3 | $49.4K | Sell |
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2023
Q2 | $61.7K | Sell |
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2023
Q1 | $111K | Buy |
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2022
Q4 | $105K | Sell |
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2022
Q3 | $90K | Buy |
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2022
Q2 | $104K | Sell |
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2022
Q1 | $180K | Buy |
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2021
Q4 | $188K | Buy |
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2021
Q3 | $163K | Buy |
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2021
Q2 | $156K | Buy |
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2021
Q1 | $113K | Sell |
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2020
Q4 | $112K | Buy |
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