Tacita Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-590
| Closed | -$34K | – | 195 |
|
|
2023
Q2 | $34K | Hold |
590
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $34K | Buy |
590
+255
| +76% | +$14.7K | 0.03% | 149 |
|
|
2022
Q4 | $19K | Sell |
335
-38,965
| -99% | -$2.21M | 0.01% | 171 |
|
|
2022
Q3 | $1.86M | Buy |
39,300
+345
| +0.9% | +$16.3K | 1.44% | 24 |
|
|
2022
Q2 | $2.16M | Sell |
38,955
-8,915
| -19% | -$493K | 1.49% | 27 |
|
|
2022
Q1 | $3.07M | Buy |
47,870
+445
| +0.9% | +$28.6K | 1.78% | 20 |
|
|
2021
Q4 | $3.19M | Sell |
47,425
-395
| -0.8% | -$26.5K | 1.82% | 18 |
|
|
2021
Q3 | $3.2M | Buy |
47,820
+1,250
| +3% | +$83.6K | 1.96% | 18 |
|
|
2021
Q2 | $3.16M | Buy |
46,570
+1,115
| +2% | +$75.6K | 1.9% | 18 |
|
|
2021
Q1 | $3.05M | Buy |
45,455
+5,575
| +14% | +$374K | 1.98% | 17 |
|
|
2020
Q4 | $2.54M | Buy |
+39,880
| New | +$2.54M | 1.67% | 23 |
|