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

Lowe 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
2021 Q3	–	Sell	-132	Closed	-$9K	–	283
2021 Q2	$9K	Hold	132	–	–	﹤0.01%	188
2021 Q1	$9K	Hold	132	–	–	﹤0.01%	185
2020 Q4	$8K	Hold	132	–	–	﹤0.01%	182
2020 Q3	$7K	Hold	132	–	–	﹤0.01%	181
2020 Q2	$7K	Hold	132	–	–	﹤0.01%	175
2020 Q1	$6K	Hold	132	–	–	﹤0.01%	178
2019 Q4	$9K	Hold	132	–	–	0.01%	171
2019 Q3	$8K	Hold	132	–	–	﹤0.01%	169
2019 Q2	$8K	Hold	132	–	–	﹤0.01%	180
2019 Q1	$8K	Buy	+132	New	+$8.07K	﹤0.01%	157

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

Lowe Wealth Advisors's DIM Position: Q3 2021 in Review

Lowe Wealth Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2021, closing a stake of 132 shares — an estimated $9K sold.

Lowe Wealth Advisors first reported a position in DIM in Q1 2019 and held it in 10 quarters. The position peaked at $9K in Q2 2021. 51 funds tracked by Wall St. Rank hold DIM as of Q3 2021.

Lowe Wealth Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 132 WisdomTree International MidCap Dividend Fund shares in Q3 2021, an estimated $9K.
Lowe Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2019 and held it in 10 quarters.
Lowe Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $9K in Q2 2021.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2021.

Based on Lowe Wealth Advisors's 13F filing for Q3 2021, filed 5 Oct 2021.