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Cetera Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Cetera Advisors’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
Q1 		$806K Sell
12,811
-626
-5% -$37.9K 0.01% 1271
2023
Q4 		$817K Sell
13,437
-366
-3% -$20.9K 0.01% 860
2023
Q3 		$775K Sell
13,803
-265
-2% -$15.4K 0.01% 834
2023
Q2 		$810K Buy
14,068
+87
+0.6% +$5.14K 0.01% 809
2023
Q1 		$817K Sell
13,981
-347
-2% -$20.3K 0.01% 774
2022
Q4 		$795K Buy
14,328
+479
+3% +$25.2K 0.01% 763
2022
Q3 		$656K Buy
13,849
+253
+2% +$13.7K 0.02% 666
2022
Q2 		$752K Buy
13,596
+939
+7% +$56.8K 0.02% 673
2022
Q1 		$813K Sell
12,657
-536
-4% -$34.9K 0.02% 682
2021
Q4 		$887K Buy
13,193
+134
+1% +$9K 0.02% 652
2021
Q3 		$874K Buy
13,059
+158
+1% +$10.9K 0.02% 659
2021
Q2 		$875K Sell
12,901
-723
-5% -$50.1K 0.02% 600
2021
Q1 		$914K Buy
13,624
+74
+0.5% +$4.89K 0.03% 518
2020
Q4 		$862K Sell
13,550
-484
-3% -$28.9K 0.03% 459
2020
Q3 		$785K Buy
14,034
+7
+0% +$394 0.03% 428
2020
Q2 		$751K Sell
14,027
-138
-1% -$7.03K 0.03% 429
2020
Q1 		$664K Buy
14,165
+3,710
+35% +$217K 0.04% 399
2019
Q4 		$689K Sell
10,455
-715
-6% -$45.4K 0.03% 455
2019
Q3 		$670K Buy
+11,170
New +$672K 0.03% 460

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
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors's DIM Position: Q1 2024 in Review

Cetera Advisors reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 4.7% in Q1 2024, selling an estimated $37.9K and leaving 12,811 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #1271.

Cetera Advisors first reported a position in DIM in Q3 2019 and has held it in 19 quarters since. The position peaked at $914K in Q1 2021. 42 funds tracked by Wall St. Rank hold DIM as of Q1 2024.

  • Cetera Advisors held 12,811 shares of WisdomTree International MidCap Dividend Fund worth $806K as of Q1 2024.
  • Cetera Advisors sold 626 WisdomTree International MidCap Dividend Fund shares in Q1 2024, an estimated $37.9K.
  • WisdomTree International MidCap Dividend Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1271 holding.
  • Cetera Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2019 and has held it in 19 quarters since.
  • Cetera Advisors's WisdomTree International MidCap Dividend Fund position peaked at $914K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.