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

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 12,445 shares of DIM stock, worth $918,689. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,445

Previous 13,562 8.24%

Holding current value

$918,689

Previous $897,000 8.25%

% of portfolio

0.03%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$59.67 - $68.53 $66,651 - $76,548	-1,117 Reduced 8.24%	12,445 $823,000
Q1 2025 May 07, 2025	BUY	$59.67 - $68.53 $86,342 - $99,162	1,447 Added 11.94%	13,562 $897,000
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

Shares Held

641K

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL MIDCAP DIVI

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