A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Tr Intl Midcap Divi stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,220 shares of DIM stock, worth $259,023. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,220
Previous 3,360 25.6%
Holding current value
$259,023
Previous $203,000 37.44%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$59.5 - $66.9 $51,170 - $57,534
860 Added 25.6%
4,220 $279,000
Q2 2024

Jul 26, 2024

BUY
$60.11 - $64.23 $7,213 - $7,707
120 Added 3.7%
3,360 $203,000
Q1 2024

Apr 29, 2024

SELL
$58.56 - $63.06 $25,356 - $27,304
-433 Reduced 11.79%
3,240 $203,000
Q4 2023

Jan 23, 2024

BUY
$53.09 - $60.92 $54,895 - $62,991
1,034 Added 39.18%
3,673 $223,000
Q3 2023

Oct 25, 2023

BUY
$55.73 - $60.22 $41,128 - $44,442
738 Added 38.82%
2,639 $148,000
Q2 2023

Aug 03, 2023

BUY
$56.42 - $60.4 $64,036 - $68,554
1,135 Added 148.17%
1,901 $109,000
Q1 2023

May 08, 2023

BUY
$55.43 - $60.76 $42,459 - $46,542
766 New
766 $44,000

Others Institutions Holding DIM

About WISDOMTREE TR INTL MIDCAP DIVI


  • Ticker DIM
  • Sector ETFs
  • Industry ETFs
More about DIM
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.