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Money Concepts Capital’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-720
Closed -$39.9K – 1052
2022
Q4 		$39.9K Buy
+720
New +$37.9K ﹤0.01% 1333
2022
Q2 		– Sell
-900
Closed -$58K – 1706
2022
Q1 		$58K Buy
+900
New +$58.7K ﹤0.01% 1175

Other funds holding DIM

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Money Concepts Capital's DIM Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2023, closing a stake of 720 shares — an estimated $39.9K sold.

Money Concepts Capital first reported a position in DIM in Q1 2022 and held it in 2 quarters. The position peaked at $58K in Q1 2022. 41 funds tracked by Wall St. Rank hold DIM as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 720 WisdomTree International MidCap Dividend Fund shares in Q1 2023, an estimated $39.9K.
  • Money Concepts Capital first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's WisdomTree International MidCap Dividend Fund position peaked at $58K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.