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Berger Financial Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-123,079
Closed -$7.83M – 199
2020
Q4 		$7.83M Buy
+123,079
New +$7.35M 1.37% 16

Other funds holding DIM

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berger Financial Group's DIM Position: Q1 2021 in Review

Berger Financial Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2021, closing a stake of 123,079 shares — an estimated $7.83M sold.

Berger Financial Group first reported a position in DIM in Q4 2020 and held it in 1 quarter. The position peaked at $7.83M in Q4 2020. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2021.

  • Berger Financial Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 123,079 WisdomTree International MidCap Dividend Fund shares in Q1 2021, an estimated $7.83M.
  • Berger Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's WisdomTree International MidCap Dividend Fund position peaked at $7.83M in Q4 2020.
  • 55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.