Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Midcap Divi Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr Intl Midcap Divi stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 867 shares of DIM stock, worth $57,872. This represents 0.01% of its overall portfolio holdings.

Number of Shares

867

Previous 864 0.35%

Holding current value

$57,872

Previous $52,000 9.62%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$59.67 - $68.53 $179 - $205	3 Added 0.35%	867 $57,000
Q4 2024 Jan 28, 2025	SELL	$60.55 - $65.95 $2,361 - $2,572	-39 Reduced 4.32%	864 $52,000
Q3 2024 Oct 08, 2024	BUY	$59.5 - $66.9 $178 - $200	3 Added 0.33%	903 $59,000
Q2 2024 Jul 17, 2024	BUY	$60.11 - $64.23 $721 - $770	12 Added 1.35%	900 $54,000
Q1 2024 Apr 10, 2024	BUY	$58.56 - $63.06 $117 - $126	2 Added 0.23%	888 $55,000
Q4 2023 Jan 10, 2024	BUY	$53.09 - $60.92 $318 - $365	6 Added 0.68%	886 $53,000
Q3 2023 Oct 10, 2023	SELL	$55.73 - $60.22 $10,700 - $11,562	-192 Reduced 17.91%	880 $49,000
Q2 2023 Jul 07, 2023	SELL	$56.42 - $60.4 $46,885 - $50,192	-831 Reduced 43.67%	1,072 $61,000
Q1 2023 Apr 28, 2023	BUY	$55.43 - $60.76 $609 - $668	11 Added 0.58%	1,903 $111,000
Q4 2022 Jan 10, 2023	SELL	$46.83 - $56.87 $468 - $568	-10 Reduced 0.53%	1,892 $0
Q3 2022 Oct 07, 2022	BUY	$47.35 - $58.25 $426 - $524	9 Added 0.48%	1,902 $90,000
Q2 2022 Jul 13, 2022	SELL	$55.33 - $64.98 $50,792 - $59,651	-918 Reduced 32.66%	1,893 $104,000
Q1 2022 Apr 07, 2022	BUY	$59.39 - $68.67 $712 - $824	12 Added 0.43%	2,811 $180,000
Q4 2021 Jan 13, 2022	BUY	$64.25 - $68.9 $22,616 - $24,252	352 Added 14.38%	2,799 $188,000
Q3 2021 Oct 12, 2021	BUY	$66.53 - $70.99 $9,646 - $10,293	145 Added 6.3%	2,447 $163,000
Q2 2021 Jul 14, 2021	BUY	$67.73 - $71.33 $41,586 - $43,796	614 Added 36.37%	2,302 $156,000
Q1 2021 Apr 26, 2021	SELL	$63.59 - $67.72 $1,144 - $1,218	-18 Reduced 1.06%	1,688 $113,000
Q4 2020 Mar 10, 2021	BUY	$54.08 - $63.97 $92,260 - $109,132	1,706 New	1,706 $112,000

Others Institutions Holding DIM

# of Institutions

Shares Held

497K

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL MIDCAP DIVI

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Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Midcap Divi Transaction History