BDO Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

BDO Wealth 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 Q4	–	Sell	-208	Closed	-$10K	–	1028
2022 Q3	$10K	Buy	+208	New	+$11.3K	﹤0.01%	703
2020 Q1	–	Sell	-985	Closed	-$65K	–	760
2019 Q4	$65K	Sell	985 -115	-10%	-$7.29K	0.02%	279
2019 Q3	$66K	Sell	1,100 -103	-9%	-$6.2K	0.02%	285
2019 Q2	$75K	Sell	1,203 -901	-43%	-$56K	0.02%	267
2019 Q1	$131K	Buy	2,104 +7	+0.3%	+$428	0.04%	204
2018 Q4	$119K	Sell	2,097 -2,018	-49%	-$122K	0.04%	193
2018 Q3	$270K	Sell	4,115 -698	-15%	-$45.7K	0.09%	130
2018 Q2	$314K	Sell	4,813 -441	-8%	-$30.4K	0.11%	115
2018 Q1	$361K	Buy	+5,254	New	+$368K	0.14%	102
2017 Q3	–	Sell	-5,901	Closed	-$376K	–	462
2017 Q2	$376K	Buy	+5,901	New	+$372K	0.16%	96

Other funds holding DIM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BDO Wealth Advisors's DIM Position: Q4 2022 in Review

BDO Wealth Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2022, closing a stake of 208 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in DIM in Q2 2017 and held it in 10 quarters. The position peaked at $376K in Q2 2017. 46 funds tracked by Wall St. Rank hold DIM as of Q4 2022.

BDO Wealth Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 208 WisdomTree International MidCap Dividend Fund shares in Q4 2022, an estimated $10K.
BDO Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2017 and held it in 10 quarters.
BDO Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $376K in Q2 2017.
46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.