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Boston Financial Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Boston Financial 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
2023
Q3 		– Sell
-5,226
Closed -$301K – 306
2023
Q2 		$301K Buy
+5,226
New +$309K 0.01% 278

Other funds holding DIM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Financial Management's DIM Position: Q3 2023 in Review

Boston Financial Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2023, closing a stake of 5,226 shares — an estimated $301K sold.

Boston Financial Management first reported a position in DIM in Q2 2023 and held it in 1 quarter. The position peaked at $301K in Q2 2023. 37 funds tracked by Wall St. Rank hold DIM as of Q3 2023.

  • Boston Financial Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Boston Financial Management sold 5,226 WisdomTree International MidCap Dividend Fund shares in Q3 2023, an estimated $301K.
  • Boston Financial Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Boston Financial Management's WisdomTree International MidCap Dividend Fund position peaked at $301K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2023.

Based on Boston Financial Management's 13F filing for Q3 2023, filed 9 Nov 2023.