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

Kestra Private Wealth 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
2021 Q3	–	Sell	-10,652	Closed	-$723K	–	935
2021 Q2	$723K	Sell	10,652 -239	-2%	-$16.6K	0.04%	419
2021 Q1	$731K	Sell	10,891 -1,043	-9%	-$68.9K	0.05%	368
2020 Q4	$763K	Buy	+11,934	New	+$713K	0.06%	336

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

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

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

Jane Street New York $777B AUM 61.18% 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

HCM

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

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

Kestra Private Wealth Services's DIM Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2021, closing a stake of 10,652 shares — an estimated $723K sold.

Kestra Private Wealth Services first reported a position in DIM in Q4 2020 and held it in 3 quarters. The position peaked at $763K in Q4 2020. 51 funds tracked by Wall St. Rank hold DIM as of Q3 2021.

Kestra Private Wealth Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 10,652 WisdomTree International MidCap Dividend Fund shares in Q3 2021, an estimated $723K.
Kestra Private Wealth Services first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and held it in 3 quarters.
Kestra Private Wealth Services's WisdomTree International MidCap Dividend Fund position peaked at $763K in Q4 2020.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.