Moneta Group Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Moneta Group Investment 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 Q2	–	Sell	-6,882	Closed	-$442K	–	478
2022 Q1	$442K	Buy	6,882 +8	+0.1%	+$522	0.02%	305
2021 Q4	$462K	Sell	6,874 -1	-0%	-$67	0.02%	307
2021 Q3	$460K	Buy	+6,875	New	+$475K	0.02%	292
2018 Q3	–	Sell	-992	Closed	-$65K	–	268
2018 Q2	$65K	Buy	+992	New	+$68.5K	0.01%	300
2018 Q1	–	Sell	-3,000	Closed	-$166K	–	633
2017 Q4	$166K	Buy	+3,000	New	+$203K	0.03%	208

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HCM

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

Moneta Group Investment Advisors's DIM Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2022, closing a stake of 6,882 shares — an estimated $442K sold.

Moneta Group Investment Advisors first reported a position in DIM in Q4 2017 and held it in 5 quarters. The position peaked at $462K in Q4 2021. 45 funds tracked by Wall St. Rank hold DIM as of Q2 2022.

Moneta Group Investment Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 6,882 WisdomTree International MidCap Dividend Fund shares in Q2 2022, an estimated $442K.
Moneta Group Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and held it in 5 quarters.
Moneta Group Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $462K in Q4 2021.
45 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.