Beacon Pointe Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Beacon Pointe 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
2024 Q4	–	Sell	-3,300	Closed	-$219K	–	1226
2024 Q3	$219K	Buy	+3,300	New	+$210K	﹤0.01%	1131
2024 Q2	–	Sell	-3,300	Closed	-$208K	–	1299
2024 Q1	$208K	Hold	3,300	–	–	﹤0.01%	1255
2023 Q4	$201K	Buy	+3,300	New	+$188K	﹤0.01%	1233
2022 Q2	–	Sell	-3,350	Closed	-$215K	–	1083
2022 Q1	$215K	Hold	3,350	–	–	﹤0.01%	1098
2021 Q4	$225K	Sell	3,350 -100	-3%	-$6.71K	0.01%	836
2021 Q3	$231K	Buy	+3,450	New	+$238K	0.01%	805

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Beacon Pointe Advisors's DIM Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2024, closing a stake of 3,300 shares — an estimated $219K sold.

Beacon Pointe Advisors first reported a position in DIM in Q3 2021 and held it in 6 quarters. The position peaked at $231K in Q3 2021. 37 funds tracked by Wall St. Rank hold DIM as of Q4 2024.

Beacon Pointe Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 3,300 WisdomTree International MidCap Dividend Fund shares in Q4 2024, an estimated $219K.
Beacon Pointe Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2021 and held it in 6 quarters.
Beacon Pointe Advisors's WisdomTree International MidCap Dividend Fund position peaked at $231K in Q3 2021.
37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.