Bdo Wealth Advisors, LLC Wisdomtree Tr Intl Midcap Divi Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$47.35 - $58.25 $9,848 - $12,116	208 New	208 $10,000
Q1 2020 May 15, 2020	SELL	$40.88 - $66.27 $40,266 - $65,275	-985 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$58.81 - $66.52 $6,763 - $7,649	-115 Reduced 10.45%	985 $65,000
Q3 2019 Nov 12, 2019	SELL	$60.13 - $62.01 $6,193 - $6,387	-103 Reduced 8.56%	1,100 $66,000
Q2 2019 Aug 09, 2019	SELL	N/A	-901 Reduced 42.82%	1,203 $75,000
Q1 2019 May 15, 2019	BUY	N/A	7 Added 0.33%	2,104 $131,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,018 Reduced 49.04%	2,097 $119,000
Q3 2018 Nov 07, 2018	SELL	N/A	-698 Reduced 14.5%	4,115 $270,000
Q2 2018 Aug 27, 2018	SELL	N/A	-441 Reduced 8.39%	4,813 $314,000
Q1 2018 May 23, 2018	BUY	N/A	5,254 New	5,254 $361,000

Others Institutions Holding DIM

# of Institutions

42

Shares Held

497K

Call Options Held

0

Put Options Held

0

Mesirow Financial Investment Management, Inc.

98.8K
Shares

$6.59 Million
0.13% of portfolio
Morgan Stanley New York, NY

55.4K
Shares

$3.7 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

45.8K
Shares

$3.06 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

35.7K
Shares

$2.39 Million
0.0% of portfolio
Ghp Investment Advisors, Inc. Denver, CO

33.6K
Shares

$2.24 Million
0.1% of portfolio

About WISDOMTREE TR INTL MIDCAP DIVI

Ticker DIM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.