Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,980
| Closed | -$2.43M | – | 106 |
|
|
2019
Q4 | $2.43M | Sell |
36,980
-4,127
| -10% | -$271K | 1.04% | 25 |
|
|
2019
Q3 | $2.48M | Sell |
41,107
-623
| -1% | -$37.6K | 1.22% | 18 |
|
|
2019
Q2 | $2.58M | Buy |
41,730
+3,828
| +10% | +$237K | 1.34% | 16 |
|
|
2019
Q1 | $2.35M | Sell |
37,902
-569
| -1% | -$35.3K | 1.45% | 26 |
|
|
2018
Q4 | $2.18M | Buy |
+38,471
| New | +$2.18M | 1.72% | 17 |
|