WealthShield Partners’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 | $460K | Buy |
6,104
+2,400
| +65% | +$181K | 0.06% | 244 |
|
|
2025
Q1 | $245K | Buy |
3,704
+296
| +9% | +$19.6K | 0.03% | 291 |
|
|
2024
Q4 | $207K | Sell |
3,408
-812
| -19% | -$49.4K | 0.03% | 279 |
|
|
2024
Q3 | $280K | Buy |
4,220
+860
| +26% | +$57.1K | 0.04% | 253 |
|
|
2024
Q2 | $204K | Buy |
3,360
+120
| +4% | +$7.27K | 0.03% | 276 |
|
|
2024
Q1 | $204K | Sell |
3,240
-433
| -12% | -$27.2K | 0.03% | 271 |
|
|
2023
Q4 | $223K | Buy |
3,673
+1,034
| +39% | +$62.8K | 0.04% | 270 |
|
|
2023
Q3 | $148K | Buy |
2,639
+738
| +39% | +$41.4K | 0.02% | 308 |
|
|
2023
Q2 | $109K | Buy |
1,901
+1,135
| +148% | +$65.4K | 0.02% | 334 |
|
|
2023
Q1 | $44.8K | Buy |
+766
| New | +$44.8K | 0.01% | 383 |
|