Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,283
| Closed | -$211K | – | 176 |
|
|
2022
Q1 | $211K | Hold |
3,283
| – | – | 0.04% | 178 |
|
|
2021
Q4 | $221K | Hold |
3,283
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $220K | Sell |
3,283
-157
| -5% | -$10.5K | 0.05% | 161 |
|
|
2021
Q2 | $233K | Hold |
3,440
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $231K | Hold |
3,440
| – | – | 0.05% | 150 |
|
|
2020
Q4 | $219K | Sell |
3,440
-776
| -18% | -$49.4K | 0.05% | 139 |
|
|
2020
Q3 | $236K | Hold |
4,216
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $226K | Sell |
4,216
-1,030
| -20% | -$55.2K | 0.06% | 137 |
|
|
2020
Q1 | $246K | Sell |
5,246
-17,769
| -77% | -$833K | 0.07% | 117 |
|
|
2019
Q4 | $1.51M | Buy |
23,015
+223
| +1% | +$14.7K | 0.35% | 51 |
|
|
2019
Q3 | $1.38M | Hold |
22,792
| – | – | 0.34% | 51 |
|
|
2019
Q2 | $1.41M | Sell |
22,792
-50
| -0.2% | -$3.1K | 0.33% | 52 |
|
|
2019
Q1 | $1.42M | Buy |
22,842
+6,292
| +38% | +$391K | 0.35% | 50 |
|
|
2018
Q4 | $939K | Sell |
16,550
-1
| -0% | -$57 | 0.26% | 54 |
|
|
2018
Q3 | $1.09M | Buy |
16,551
+100
| +0.6% | +$6.56K | 0.31% | 50 |
|
|
2018
Q2 | $1.07M | Buy |
16,451
+42
| +0.3% | +$2.74K | 0.32% | 49 |
|
|
2018
Q1 | $1.13M | Buy |
16,409
+3,036
| +23% | +$209K | 0.35% | 42 |
|
|
2017
Q4 | $923K | Buy |
13,373
+56
| +0.4% | +$3.87K | 0.3% | 47 |
|
|
2017
Q3 | $883K | Buy |
13,317
+4,439
| +50% | +$294K | 0.27% | 58 |
|
|
2017
Q2 | $566K | Buy |
8,878
+2,093
| +31% | +$133K | 0.2% | 54 |
|
|
2017
Q1 | $408K | Buy |
+6,785
| New | +$408K | 0.14% | 71 |
|