Intercontinental Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Intercontinental Wealth 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
2022 Q4	–	Sell	-12,719	Closed	-$602K	–	267
2022 Q3	$602K	Hold	12,719	–	–	0.19%	119
2022 Q2	$704K	Hold	12,719	–	–	0.19%	110
2022 Q1	$817K	Hold	12,719	–	–	0.19%	107
2021 Q4	$855K	Hold	12,719	–	–	0.18%	111
2021 Q3	$851K	Hold	12,719	–	–	0.2%	102
2021 Q2	$863K	Hold	12,719	–	–	0.17%	102
2021 Q1	$853K	Hold	12,719	–	–	0.19%	101
2020 Q4	$809K	Sell	12,719 -4,000	-24%	-$239K	0.19%	97
2020 Q3	$935K	Hold	16,719	–	–	0.27%	74
2020 Q2	$895K	Buy	16,719 +1,496	+10%	+$76.2K	0.29%	74
2020 Q1	$713K	Buy	15,223 +14,170	+1,346%	+$830K	0.38%	69
2019 Q4	$68K	Sell	1,053 -4,332	-80%	-$275K	0.06%	169
2019 Q3	$325K	Hold	5,385	–	–	0.2%	100
2019 Q2	$333K	Hold	5,385	–	–	0.17%	91
2019 Q1	$334K	Hold	5,385	–	–	0.17%	89
2018 Q4	$306K	Sell	5,385 -1,768	-25%	-$107K	0.17%	83
2018 Q3	$469K	Hold	7,153	–	–	0.24%	65
2018 Q2	$467K	Buy	7,153 +85	+1%	+$5.87K	0.26%	60
2018 Q1	$486K	Hold	7,068	–	–	0.28%	60
2017 Q4	$488K	Buy	7,068 +748	+12%	+$50.5K	0.27%	59
2017 Q3	$419K	Buy	6,320 +405	+7%	+$26.5K	0.26%	66
2017 Q2	$377K	Buy	+5,915	New	+$373K	0.24%	68

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Intercontinental Wealth Advisors's DIM Position: Q4 2022 in Review

Intercontinental Wealth Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2022, closing a stake of 12,719 shares — an estimated $602K sold.

Intercontinental Wealth Advisors first reported a position in DIM in Q2 2017 and held it in 22 quarters. The position peaked at $935K in Q3 2020. 46 funds tracked by Wall St. Rank hold DIM as of Q4 2022.

Intercontinental Wealth Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 12,719 WisdomTree International MidCap Dividend Fund shares in Q4 2022, an estimated $602K.
Intercontinental Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2017 and held it in 22 quarters.
Intercontinental Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $935K in Q3 2020.
46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.