AWM
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AE Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

AE Wealth Management’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,420
Closed -$816K – 1129
2019
Q4 		$816K Buy
12,420
+6,968
+128% +$458K 0.02% 574
2019
Q3 		$329K Buy
+5,452
New +$329K 0.01% 749