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

FinTrust Capital 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
Q3 		$211K Buy
3,175
+740
+30% +$47K 0.04% 306
2024
Q2 		$148K Hold
2,435
– – 0.03% 339
2024
Q1 		$153K Buy
+2,435
New +$148K 0.03% 325

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FinTrust Capital Advisors's DIM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 30% in Q3 2024, buying an estimated $47K and bringing the position to 3,175 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #306.

FinTrust Capital Advisors first reported a position in DIM in Q1 2024 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold DIM as of Q3 2024.

  • FinTrust Capital Advisors held 3,175 shares of WisdomTree International MidCap Dividend Fund worth $211K as of Q3 2024.
  • FinTrust Capital Advisors bought 740 WisdomTree International MidCap Dividend Fund shares in Q3 2024, an estimated $47K.
  • WisdomTree International MidCap Dividend Fund made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #306 holding.
  • FinTrust Capital Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2024 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.