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Kestra Advisory Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Kestra Advisory 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
Q4 		– Sell
-56,102
Closed -$3.13M – 1858
2020
Q3 		$3.13M Buy
+56,102
New +$3.16M 0.06% 327

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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's DIM Position: Q4 2020 in Review

Kestra Advisory Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2020, closing a stake of 56,102 shares — an estimated $3.13M sold.

Kestra Advisory Services first reported a position in DIM in Q3 2020 and held it in 1 quarter. The position peaked at $3.13M in Q3 2020. 57 funds tracked by Wall St. Rank hold DIM as of Q4 2020.

  • Kestra Advisory Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Kestra Advisory Services sold 56,102 WisdomTree International MidCap Dividend Fund shares in Q4 2020, an estimated $3.13M.
  • Kestra Advisory Services first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Kestra Advisory Services's WisdomTree International MidCap Dividend Fund position peaked at $3.13M in Q3 2020.
  • 57 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2020.

Based on Kestra Advisory Services's 13F filing for Q4 2020, filed 20 Jan 2021.