Firestone Capital Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Firestone Capital Management’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	-100	Closed	-$7K	–	208
2021 Q3	$7K	Buy	+100	New	+$6.91K	﹤0.01%	385
2021 Q2	–	Sell	-100	Closed	-$7K	–	472
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	384
2020 Q4	$6K	Sell	100 -555	-85%	-$33.1K	﹤0.01%	389
2020 Q3	$37K	Hold	655	–	–	0.02%	214
2020 Q2	$35K	Hold	655	–	–	0.02%	217
2020 Q1	$31K	Hold	655	–	–	0.02%	218
2019 Q4	$43K	Buy	+655	New	+$41.5K	0.02%	222

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Firestone Capital Management's DIM Position: Q4 2021 in Review

Firestone Capital Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Firestone Capital Management first reported a position in DIM in Q4 2019 and held it in 7 quarters. The position peaked at $43K in Q4 2019. 51 funds tracked by Wall St. Rank hold DIM as of Q4 2021.

Firestone Capital Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 100 WisdomTree International MidCap Dividend Fund shares in Q4 2021, an estimated $7K.
Firestone Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and held it in 7 quarters.
Firestone Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $43K in Q4 2019.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.