Creative Planning
DIM icon

Creative Planning’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Creative Planning’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
Q4 		– Sell
-3,495
Closed -$234K – 2118
2021
Q3 		$234K Hold
3,495
– – ﹤0.01% 1757
2021
Q2 		$237K Hold
3,495
– – ﹤0.01% 1701
2021
Q1 		$235K Hold
3,495
– – ﹤0.01% 1968
2020
Q4 		$222K Sell
3,495
-420
-11% -$25.1K ﹤0.01% 1818
2020
Q3 		$219K Buy
+3,915
New +$220K ﹤0.01% 1624
2017
Q3 		– Sell
-50
Closed -$3K – 2326
2017
Q2 		$3K Sell
50
-950
-95% -$59.8K ﹤0.01% 4170
2017
Q1 		$60K Sell
1,000
-31
-3% -$1.81K ﹤0.01% 2337
2016
Q4 		$57K Sell
1,031
-300
-23% -$16.5K ﹤0.01% 2288
2016
Q3 		$75K Hold
1,331
– – ﹤0.01% 2050
2016
Q2 		$70K Hold
1,331
– – ﹤0.01% 1906
2016
Q1 		$74K Buy
1,331
+300
+29% +$15.8K ﹤0.01% 1817
2015
Q4 		$57K Buy
1,031
+121
+13% +$6.79K ﹤0.01% 2013
2015
Q3 		$48K Buy
+910
New +$51.8K ﹤0.01% 2068
2015
Q2 		– Sell
-928
Closed -$55K – 1549
2015
Q1 		$55K Buy
928
+18
+2% +$1.04K ﹤0.01% 1963
2014
Q4 		$51K Sell
910
-160
-15% -$8.95K ﹤0.01% 1991
2014
Q3 		$60K Hold
1,070
– – ﹤0.01% 1800
2014
Q2 		$66K Sell
1,070
-433
-29% -$26.5K ﹤0.01% 1689
2014
Q1 		$91K Buy
1,503
+593
+65% +$35K ﹤0.01% 1459
2013
Q4 		$54K Hold
910
– – ﹤0.01% 1555
2013
Q3 		$51K Buy
910
+368
+68% +$19.8K ﹤0.01% 1491
2013
Q2 		$27K Buy
+542
New +$28.8K ﹤0.01% 1738

Other funds holding DIM

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's DIM Position: Q4 2021 in Review

Creative Planning sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2021, closing a stake of 3,495 shares — an estimated $234K sold.

Creative Planning first reported a position in DIM in Q2 2013 and held it in 21 quarters. The position peaked at $237K in Q2 2021. 51 funds tracked by Wall St. Rank hold DIM as of Q4 2021.

  • Creative Planning reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 3,495 WisdomTree International MidCap Dividend Fund shares in Q4 2021, an estimated $234K.
  • Creative Planning first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and held it in 21 quarters.
  • Creative Planning's WisdomTree International MidCap Dividend Fund position peaked at $237K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.