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Capital Analysts LLC’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Capital Analysts LLC’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
-350
Closed -$23K – 1318
2024
Q3 		$23K Hold
350
– – ﹤0.01% 872
2024
Q2 		$21K Hold
350
– – ﹤0.01% 845
2024
Q1 		$22K Hold
350
– – ﹤0.01% 804
2023
Q4 		$21K Hold
350
– – ﹤0.01% 799
2023
Q3 		$20K Hold
350
– – ﹤0.01% 766
2023
Q2 		$20K Buy
+350
New +$20.7K ﹤0.01% 723
2020
Q1 		– Sell
-1,620
Closed -$106K – 693
2019
Q4 		$106K Sell
1,620
-6,800
-81% -$431K 0.01% 291
2019
Q3 		$507K Buy
8,420
+200
+2% +$12K 0.05% 181
2019
Q2 		$509K Hold
8,220
– – 0.06% 182
2019
Q1 		$510K Hold
8,220
– – 0.06% 173
2018
Q4 		$466K Buy
8,220
+250
+3% +$15.1K 0.06% 164
2018
Q3 		$523K Buy
7,970
+235
+3% +$15.4K 0.06% 163
2018
Q2 		$505K Buy
7,735
+400
+5% +$27.6K 0.06% 163
2018
Q1 		$504K Buy
7,335
+400
+6% +$28K 0.06% 159
2017
Q4 		$478K Sell
6,935
-15
-0.2% -$1.01K 0.06% 159
2017
Q3 		$461K Hold
6,950
– – 0.06% 152
2017
Q2 		$443K Hold
6,950
– – 0.06% 159
2017
Q1 		$418K Buy
6,950
+450
+7% +$26.2K 0.07% 153
2016
Q4 		$360K Hold
6,500
– – 0.06% 162
2016
Q3 		$364K Sell
6,500
-560
-8% -$30.9K 0.07% 152
2016
Q2 		$370K Buy
7,060
+240
+4% +$13.3K 0.07% 152
2016
Q1 		$381K Buy
6,820
+695
+11% +$36.5K 0.08% 151
2015
Q4 		$340K Buy
6,125
+20
+0.3% +$1.12K 0.07% 155
2015
Q3 		$324K Buy
6,105
+1,440
+31% +$82K 0.06% 165
2015
Q2 		$276K Buy
4,665
+200
+4% +$12.3K 0.06% 161
2015
Q1 		$263K Buy
4,465
+1,800
+68% +$104K 0.05% 152
2014
Q4 		$148K Buy
2,665
+1,265
+90% +$70.8K 0.03% 175
2014
Q3 		$79.2K Hold
1,400
– – 0.02% 210
2014
Q2 		$86.4K Buy
1,400
+400
+40% +$24.5K 0.02% 193
2014
Q1 		$60.2K Buy
1,000
+300
+43% +$17.7K 0.02% 217
2013
Q4 		$41.4K Buy
+700
New +$40.1K 0.01% 229

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's DIM Position: Q4 2024 in Review

Capital Analysts LLC sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2024, closing a stake of 350 shares — an estimated $23K sold.

Capital Analysts LLC first reported a position in DIM in Q4 2013 and held it in 31 quarters. The position peaked at $523K in Q3 2018. 37 funds tracked by Wall St. Rank hold DIM as of Q4 2024.

  • Capital Analysts LLC reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 350 WisdomTree International MidCap Dividend Fund shares in Q4 2024, an estimated $23K.
  • Capital Analysts LLC first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2013 and held it in 31 quarters.
  • Capital Analysts LLC's WisdomTree International MidCap Dividend Fund position peaked at $523K in Q3 2018.
  • 37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.