MTM Investment Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

MTM Investment Management’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 Q3	–	Sell	-65	Closed	-$3.74K	–	256
2023 Q2	$3.74K	Hold	65	–	–	﹤0.01%	255
2023 Q1	$3.8K	Hold	65	–	–	﹤0.01%	255
2022 Q4	$3.61K	Hold	65	–	–	﹤0.01%	260
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	256
2022 Q2	$4K	Hold	65	–	–	﹤0.01%	260
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	273
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	278
2021 Q3	$4K	Hold	65	–	–	﹤0.01%	257
2021 Q2	$4K	Hold	65	–	–	﹤0.01%	251
2021 Q1	$4K	Sell	65 -580	-90%	-$38.3K	﹤0.01%	242
2020 Q4	$41K	Buy	+645	New	+$38.5K	0.03%	186

Other funds holding DIM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MTM Investment Management's DIM Position: Q3 2023 in Review

MTM Investment Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2023, closing a stake of 65 shares — an estimated $3.74K sold.

MTM Investment Management first reported a position in DIM in Q4 2020 and held it in 11 quarters. The position peaked at $41K in Q4 2020. 37 funds tracked by Wall St. Rank hold DIM as of Q3 2023.

MTM Investment Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
MTM Investment Management sold 65 WisdomTree International MidCap Dividend Fund shares in Q3 2023, an estimated $3.74K.
MTM Investment Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and held it in 11 quarters.
MTM Investment Management's WisdomTree International MidCap Dividend Fund position peaked at $41K in Q4 2020.
37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2023.

Based on MTM Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.