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Institute for Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-205
Closed -$13K – 436
2019
Q4 		$13K Buy
+205
New +$13K ﹤0.01% 586

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's DIM Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 205 shares — an estimated $13K sold.

Institute for Wealth Management first reported a position in DIM in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 205 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $13K.
  • Institute for Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $13K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.