Next Financial Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Next Financial Group’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 Q4	$30K	Buy	444 +10	+2%	+$671	﹤0.01%	1713
2021 Q3	$29K	Buy	434 +58	+15%	+$4.01K	﹤0.01%	1654
2021 Q2	$26K	Buy	376 +22	+6%	+$1.52K	﹤0.01%	1652
2021 Q1	$23K	Sell	354 -214	-38%	-$14.1K	﹤0.01%	1586
2020 Q4	$37K	Buy	568 +55	+11%	+$3.29K	﹤0.01%	1301
2020 Q3	$29K	Buy	+513	New	+$28.9K	﹤0.01%	1282
2020 Q2	–	Sell	-513	Closed	-$24K	–	891
2020 Q1	$24K	Hold	513	–	–	﹤0.01%	1202
2019 Q4	$34K	Hold	513	–	–	﹤0.01%	1342
2019 Q3	$31K	Hold	513	–	–	﹤0.01%	1295
2019 Q2	$32K	Buy	+513	New	+$31.9K	﹤0.01%	1306
2019 Q1	–	Sell	-513	Closed	-$29K	–	1716
2018 Q4	$29K	Buy	+513	New	+$30.9K	0.01%	972
2017 Q1	–	Sell	-80	Closed	-$4K	–	1957
2016 Q4	$4K	Hold	80	–	–	﹤0.01%	1979
2016 Q3	$4K	Buy	+80	New	+$4.41K	﹤0.01%	1985
2015 Q2	–	Sell	-50	Closed	-$2K	–	1861
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	1667
2014 Q4	$3K	Sell	50 -30	-38%	-$1.68K	﹤0.01%	1629
2014 Q3	$5K	Buy	+80	New	+$4.81K	﹤0.01%	2040

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's DIM Position: Q4 2021 in Review

Next Financial Group increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 2.3% in Q4 2021, buying an estimated $671 and bringing the position to 444 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Next Financial Group first reported a position in DIM in Q3 2014 and has held it in 16 quarters since. The position peaked at $37K in Q4 2020. 51 funds tracked by Wall St. Rank hold DIM as of Q4 2021.

Next Financial Group held 444 shares of WisdomTree International MidCap Dividend Fund worth $30K as of Q4 2021.
Next Financial Group bought 10 WisdomTree International MidCap Dividend Fund shares in Q4 2021, an estimated $671.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1713 holding.
Next Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2014 and has held it in 16 quarters since.
Next Financial Group's WisdomTree International MidCap Dividend Fund position peaked at $37K in Q4 2020.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.