Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,450
| Closed | -$232K | – | 149 |
|
|
2021
Q1 | $232K | Hold |
3,450
| – | – | 0.02% | 335 |
|
|
2020
Q4 | $219K | Buy |
+3,450
| New | +$219K | 0.02% | 332 |
|
|
2020
Q2 | – | Sell |
-6,940
| Closed | -$325K | – | 331 |
|
|
2020
Q1 | $325K | Sell |
6,940
-100
| -1% | -$4.68K | 0.05% | 234 |
|
|
2019
Q4 | $463K | Buy |
7,040
+300
| +4% | +$19.7K | 0.05% | 241 |
|
|
2019
Q3 | $426K | Buy |
+6,740
| New | +$426K | 0.05% | 238 |
|