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First Personal Financial Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-206
Closed -$14K – 354
2019
Q4 		$14K Buy
+206
New +$13.1K ﹤0.01% 261

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SMC
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UBS Group
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Susquehanna International Group
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Bank of America
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First Personal Financial Services's DIM Position: Q1 2020 in Review

First Personal Financial Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 206 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in DIM in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

  • First Personal Financial Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 206 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $14K.
  • First Personal Financial Services first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • First Personal Financial Services's WisdomTree International MidCap Dividend Fund position peaked at $14K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.