Certified Advisory Corp’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Certified Advisory Corp’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	-579	Closed	-$39K	–	328
2021 Q1	$39K	Buy	+579	New	+$38.2K	0.01%	384
2020 Q2	$31K	Buy	577 +1	+0.2%	+$51	0.01%	371
2020 Q1	$27K	Buy	576 +1	+0.2%	+$59	0.01%	361
2019 Q4	$38K	Hold	575	–	–	0.01%	356
2019 Q3	$35K	Buy	575 +1	+0.2%	+$60	0.01%	372
2019 Q2	$36K	Buy	574 +2	+0.3%	+$124	0.01%	367
2019 Q1	$36K	Buy	572 +1	+0.2%	+$61	0.02%	339
2018 Q4	$32K	Hold	571	–	–	0.02%	338
2018 Q3	$37K	Buy	571 +1	+0.2%	+$66	0.02%	330
2018 Q2	$37K	Buy	570 +2	+0.4%	+$138	0.02%	317
2018 Q1	$39K	Buy	+568	New	+$39.8K	0.02%	304

Other funds holding DIM

GIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMC

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

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

Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Certified Advisory Corp's DIM Position: Q2 2021 in Review

Certified Advisory Corp sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2021, closing a stake of 579 shares — an estimated $39K sold.

Certified Advisory Corp first reported a position in DIM in Q1 2018 and held it in 11 quarters. The position peaked at $39K in Q1 2021. 50 funds tracked by Wall St. Rank hold DIM as of Q2 2021.

Certified Advisory Corp reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 579 WisdomTree International MidCap Dividend Fund shares in Q2 2021, an estimated $39K.
Certified Advisory Corp first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's WisdomTree International MidCap Dividend Fund position peaked at $39K in Q1 2021.
50 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.