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

Aspire 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
2022
Q1 		– Sell
-1
Closed – – 176
2021
Q4 		$0 Buy
+1
New +$67 ﹤0.01% 172

Other funds holding DIM

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Wealth Management's DIM Position: Q1 2022 in Review

Aspire Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2022, closing a stake of 1 share.

Aspire Wealth Management first reported a position in DIM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2022.

  • Aspire Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 1 WisdomTree International MidCap Dividend Fund share in Q1 2022.
  • Aspire Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Aspire Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $0 in Q4 2021.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2022.

Based on Aspire Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.