Geneos Wealth Management Inc. Wisdomtree Tr Intl Midcap Divi Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Intl Midcap Divi stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 12,115 shares of DIM stock, worth $784,082. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,115
Previous 11,495 5.39%
Holding current value
$784,082
Previous $762,000 3.54%
% of portfolio
0.03%
Previous 0.03%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$60.55 - $65.95 $37,541 - $40,889
620 Added 5.39%
12,115 $735,000
Q3 2024

Nov 14, 2024
BUY
$59.5 - $66.9 $52,538 - $59,072
883 Added 8.32%
11,495 $762,000
Q2 2024

Jul 23, 2024
BUY
$60.11 - $64.23 $72,432 - $77,397
1,205 Added 12.81%
10,612 $642,000
Q1 2024

May 03, 2024
BUY
$58.56 - $63.06 $114,250 - $123,030
1,951 Added 26.17%
9,407 $591,000
Q4 2023

Jan 26, 2024
BUY
$53.09 - $60.92 $49,373 - $56,655
930 Added 14.25%
7,456 $453,000
Q3 2023

Oct 11, 2023
BUY
$55.73 - $60.22 $41,797 - $45,165
750 Added 12.98%
6,526 $366,000
Q2 2023

Aug 08, 2023
BUY
$56.42 - $60.4 $24,599 - $26,334
436 Added 8.16%
5,776 $332,000
Q1 2023

Apr 25, 2023
BUY
$55.43 - $60.76 $50,108 - $54,927
904 Added 20.38%
5,340 $312,000
Q4 2022

Jan 30, 2023
BUY
$46.83 - $56.87 $86,869 - $105,493
1,855 Added 71.87%
4,436 $246,000
Q3 2022

Nov 14, 2022
BUY
$47.35 - $58.25 $49,007 - $60,288
1,035 Added 66.95%
2,581 $122,000
Q2 2022

Jul 22, 2022
BUY
$55.33 - $64.98 $32,091 - $37,688
580 Added 60.04%
1,546 $0
Q1 2022

May 16, 2022
BUY
$59.39 - $68.67 $59 - $68
1 Added 0.1%
966 $62,000
Q4 2021

Feb 09, 2022
BUY
$64.25 - $68.9 $128 - $137
2 Added 0.21%
965 $64,000
Q3 2021

Nov 09, 2021
BUY
$66.53 - $70.99 $266 - $283
4 Added 0.42%
963 $64,000
Q2 2021

Jul 08, 2021
BUY
$67.73 - $71.33 $338 - $356
5 Added 0.52%
959 $65,000
Q1 2021

Jun 17, 2021
SELL
$63.59 - $67.72 $19,394 - $20,654
-305 Reduced 24.23%
954 $65,000
Q4 2020

May 19, 2021
BUY
$54.08 - $63.97 $1,027 - $1,215
19 Added 1.53%
1,259 $85,000
Q3 2020

Sep 07, 2021
SELL
$53.61 - $58.16 $15,010 - $16,284
-280 Reduced 18.42%
1,240 $68,000
Q1 2020

Sep 07, 2021
SELL
$40.88 - $66.27 $3,066 - $4,970
-75 Reduced 4.7%
1,520 $70,000
Q3 2019

Sep 07, 2021
SELL
$60.13 - $62.01 $45,097 - $46,507
-750 Reduced 31.98%
1,595 $96,000
Q1 2019

Sep 07, 2021
SELL
N/A
-7 Reduced 0.3%
2,345 $145,000
Q4 2018

Sep 07, 2021
SELL
N/A
-343 Reduced 12.73%
2,352 $133,000
Q3 2018

Sep 07, 2021
BUY
N/A
955 Added 54.89%
2,695 $176,000
Q2 2018

Sep 07, 2021
SELL
N/A
-755 Reduced 30.26%
1,740 $113,000
Q1 2018

Sep 07, 2021
SELL
N/A
-200 Reduced 7.42%
2,495 $171,000
Q4 2017

Sep 07, 2021
BUY
N/A
200 Added 8.02%
2,695 $185,000
Q3 2017

Sep 07, 2021
BUY
N/A
200 Added 8.71%
2,495 $165,000
Q2 2017

Sep 07, 2021
BUY
N/A
1,205 Added 110.55%
2,295 $146,000
Q1 2017

Sep 07, 2021
BUY
N/A
500 Added 84.75%
1,090 $65,000
Q2 2016

Sep 07, 2021
BUY
N/A
590
590 $31,000

Others Institutions Holding DIM

# of Institutions
39
Shares Held
481K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL MIDCAP DIVI

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