Carmichael Hill & Associates’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Carmichael Hill & Associates’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 Q3	$36.8K	Buy	555 +3	+0.5%	+$191	0.01%	412
2024 Q2	$33.4K	Buy	552 +10	+2%	+$623	0.01%	405
2024 Q1	$34.1K	Buy	542 +1	+0.2%	+$61	0.01%	405
2023 Q4	$32.9K	Buy	541 +6	+1%	+$342	0.01%	412
2023 Q3	$30.1K	Buy	535 +3	+0.6%	+$174	0.01%	410
2023 Q2	$30.6K	Buy	532 +13	+3%	+$768	0.01%	408
2023 Q1	$30.4K	Buy	519 +4	+0.8%	+$234	0.01%	399
2022 Q4	$28.6K	Buy	515 +4	+0.8%	+$211	0.01%	416
2022 Q3	$24K	Buy	511 +3	+0.6%	+$163	0.01%	439
2022 Q2	$28K	Buy	508 +12	+2%	+$726	0.01%	415
2022 Q1	$32K	Buy	496 +1	+0.2%	+$65	0.01%	433
2021 Q4	$33K	Buy	495 +3	+0.6%	+$201	0.01%	436
2021 Q3	$33K	Buy	492 +6	+1%	+$415	0.02%	434
2021 Q2	$33K	Buy	486 +8	+2%	+$554	0.02%	434
2021 Q1	$32K	Hold	478	–	–	0.02%	418
2020 Q4	$30K	Buy	478 +3	+0.6%	+$179	0.02%	402
2020 Q3	$27K	Buy	475 +4	+0.8%	+$225	0.02%	387
2020 Q2	$25K	Buy	471 +6	+1%	+$305	0.02%	383
2020 Q1	$22K	Buy	465 +1	+0.2%	+$59	0.02%	363
2019 Q4	$30K	Buy	+464	New	+$29.4K	0.02%	342

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 $893B AUM 36.07% 1-Year Est. Return

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

GIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carmichael Hill & Associates's DIM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.54% in Q3 2024, buying an estimated $191 and bringing the position to 555 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #412.

Carmichael Hill & Associates first reported a position in DIM in Q4 2019 and has held it in 20 quarters since. 42 funds tracked by Wall St. Rank hold DIM as of Q3 2024.

Carmichael Hill & Associates held 555 shares of WisdomTree International MidCap Dividend Fund worth $36.8K as of Q3 2024.
Carmichael Hill & Associates bought 3 WisdomTree International MidCap Dividend Fund shares in Q3 2024, an estimated $191.
WisdomTree International MidCap Dividend Fund made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #412 holding.
Carmichael Hill & Associates first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and has held it in 20 quarters since.
42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.