American Portfolios Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.89K	Hold	40	–	–	﹤0.01%	3142
2022 Q2	$2.21K	Hold	40	–	–	﹤0.01%	3109
2022 Q1	$2.57K	Hold	40	–	–	﹤0.01%	3166
2021 Q4	$2.69K	Sell	40 -65	-62%	-$4.36K	﹤0.01%	3103
2021 Q3	$7.03K	Hold	105	–	–	﹤0.01%	2709
2021 Q2	$7.12K	Hold	105	–	–	﹤0.01%	2667
2021 Q1	$7.05K	Sell	105 -53	-34%	-$3.5K	﹤0.01%	2542
2020 Q4	$10K	Sell	158 -460	-74%	-$27.5K	﹤0.01%	2103
2020 Q3	$34.6K	Buy	618 +28	+5%	+$1.58K	﹤0.01%	1464
2020 Q2	$31.6K	Buy	590 +50	+9%	+$2.55K	﹤0.01%	1458
2020 Q1	$25.3K	Buy	540 +25	+5%	+$1.46K	﹤0.01%	1439
2019 Q4	$33.8K	Buy	515 +60	+13%	+$3.81K	﹤0.01%	1506
2019 Q3	$27.4K	Hold	455	–	–	﹤0.01%	1535
2019 Q2	$28.2K	Hold	455	–	–	﹤0.01%	1524
2019 Q1	$28.3K	Hold	455	–	–	﹤0.01%	1432
2018 Q4	$25.8K	Buy	455 +55	+14%	+$3.31K	﹤0.01%	1280
2018 Q3	$26.2K	Buy	400 +20	+5%	+$1.31K	﹤0.01%	1386
2018 Q2	$24.8K	Sell	380 -140	-27%	-$9.66K	﹤0.01%	1380
2018 Q1	$35.8K	Hold	520	–	–	0.01%	1168
2017 Q4	$35.9K	Buy	+520	New	+$35.1K	0.01%	1123

Other funds holding DIM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

American Portfolios Advisors's DIM Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q3 2022 at 40 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

American Portfolios Advisors first reported a position in DIM in Q4 2017 and has held it in 20 quarters since. The position peaked at $35.9K in Q4 2017. 43 funds tracked by Wall St. Rank hold DIM as of Q3 2022.

American Portfolios Advisors held 40 shares of WisdomTree International MidCap Dividend Fund worth $1.89K as of Q3 2022.
American Portfolios Advisors left its WisdomTree International MidCap Dividend Fund share count unchanged in Q3 2022.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3142 holding.
American Portfolios Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree International MidCap Dividend Fund position peaked at $35.9K in Q4 2017.
43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.