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Anchor Investment Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Anchor Investment 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
2023
Q2 		– Sell
-48
Closed -$2.81K – 968
2023
Q1 		$2.81K Buy
+48
New +$2.8K ﹤0.01% 879

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GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Anchor Investment Management's DIM Position: Q2 2023 in Review

Anchor Investment Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2023, closing a stake of 48 shares — an estimated $2.81K sold.

Anchor Investment Management first reported a position in DIM in Q1 2023 and held it in 1 quarter. The position peaked at $2.81K in Q1 2023. 39 funds tracked by Wall St. Rank hold DIM as of Q2 2023.

  • Anchor Investment Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 48 WisdomTree International MidCap Dividend Fund shares in Q2 2023, an estimated $2.81K.
  • Anchor Investment Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's WisdomTree International MidCap Dividend Fund position peaked at $2.81K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.