Cedar Brook Financial Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-3,376	Closed	-$212K	–	113
2024 Q1	$212K	Buy	3,376 +6	+0.2%	+$364	0.04%	409
2023 Q4	$203K	Buy	+3,370	New	+$192K	0.05%	397

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cedar Brook Financial Partners's DIM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2024, closing a stake of 3,376 shares — an estimated $212K sold.

Cedar Brook Financial Partners first reported a position in DIM in Q4 2023 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 43 funds tracked by Wall St. Rank hold DIM as of Q2 2024.

Cedar Brook Financial Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,376 WisdomTree International MidCap Dividend Fund shares in Q2 2024, an estimated $212K.
Cedar Brook Financial Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and held it in 2 quarters.
Cedar Brook Financial Partners's WisdomTree International MidCap Dividend Fund position peaked at $212K in Q1 2024.
43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.