AE Wealth Management
DIM icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,420
Closed -$816K – 1140
2019
Q4 		$816K Buy
12,420
+6,968
+128% +$442K 0.02% 575
2019
Q3 		$329K Buy
+5,452
New +$328K 0.01% 749

Other funds holding DIM

Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's DIM Position: Q1 2020 in Review

AE Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 12,420 shares — an estimated $816K sold.

AE Wealth Management first reported a position in DIM in Q3 2019 and held it in 2 quarters. The position peaked at $816K in Q4 2019. 54 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

  • AE Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 12,420 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $816K.
  • AE Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2019 and held it in 2 quarters.
  • AE Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $816K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.