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Capital Investment Advisory Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-65
Closed -$4K – 782
2021
Q1 		$4K Buy
+65
New +$4.29K ﹤0.01% 692

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UBS Group
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TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Capital Investment Advisory Services's DIM Position: Q2 2021 in Review

Capital Investment Advisory Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2021, closing a stake of 65 shares — an estimated $4K sold.

Capital Investment Advisory Services first reported a position in DIM in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 50 funds tracked by Wall St. Rank hold DIM as of Q2 2021.

  • Capital Investment Advisory Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 65 WisdomTree International MidCap Dividend Fund shares in Q2 2021, an estimated $4K.
  • Capital Investment Advisory Services first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • Capital Investment Advisory Services's WisdomTree International MidCap Dividend Fund position peaked at $4K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2021.

Based on Capital Investment Advisory Services's 13F filing for Q2 2021, filed 27 Jul 2021.