Benjamin F. Edwards & Company’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$4K	Buy	66 +1	+2%	+$62	﹤0.01%	1924
2024 Q1	$4K	Buy	65 +1	+2%	+$61	﹤0.01%	1903
2023 Q4	$4K	Hold	64	–	–	﹤0.01%	1889
2023 Q3	$4K	Buy	64 +1	+2%	+$58	﹤0.01%	1597
2023 Q2	$4K	Buy	63 +1	+2%	+$59	﹤0.01%	1585
2023 Q1	$4K	Buy	62 +1	+2%	+$58	﹤0.01%	1580
2022 Q4	$3K	Hold	61	–	–	﹤0.01%	1663
2022 Q3	$3K	Buy	61 +1	+2%	+$54	﹤0.01%	1644
2022 Q2	$3K	Buy	60 +1	+2%	+$61	﹤0.01%	1625
2022 Q1	$4K	Hold	59	–	–	﹤0.01%	1556
2021 Q4	$4K	Hold	59	–	–	﹤0.01%	1548
2021 Q3	$4K	Buy	+59	New	+$4.08K	﹤0.01%	1558

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Benjamin F. Edwards & Company's DIM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.5% in Q2 2024, buying an estimated $62 and bringing the position to 66 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Benjamin F. Edwards & Company first reported a position in DIM in Q3 2021 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold DIM as of Q2 2024.

Benjamin F. Edwards & Company held 66 shares of WisdomTree International MidCap Dividend Fund worth $4K as of Q2 2024.
Benjamin F. Edwards & Company bought 1 WisdomTree International MidCap Dividend Fund share in Q2 2024, an estimated $62.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1924 holding.
Benjamin F. Edwards & Company first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2021 and has held it in 12 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.