Freedom Investment Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Freedom Investment 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 Q1	–	Sell	-6,043	Closed	-$384K	–	855
2020 Q4	$384K	Sell	6,043 -878	-13%	-$52.4K	0.04%	408
2020 Q3	$387K	Sell	6,921 -944	-12%	-$53.1K	0.04%	349
2020 Q2	$421K	Buy	7,865 +751	+11%	+$38.2K	0.05%	324
2020 Q1	$456K	Buy	+7,114	New	+$417K	0.04%	366

Other funds holding DIM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Freedom Investment Management's DIM Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2021, closing a stake of 6,043 shares — an estimated $384K sold.

Freedom Investment Management first reported a position in DIM in Q1 2020 and held it in 4 quarters. The position peaked at $456K in Q1 2020. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2021.

Freedom Investment Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Freedom Investment Management sold 6,043 WisdomTree International MidCap Dividend Fund shares in Q1 2021, an estimated $384K.
Freedom Investment Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2020 and held it in 4 quarters.
Freedom Investment Management's WisdomTree International MidCap Dividend Fund position peaked at $456K in Q1 2020.
55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.