Northwestern Mutual Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Northwestern Mutual Wealth 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
2022 Q1	–	Sell	-159	Closed	-$11K	–	3171
2021 Q4	$11K	Sell	159 -63	-28%	-$4.23K	﹤0.01%	2536
2021 Q3	$15K	Buy	+222	New	+$15.3K	﹤0.01%	2328
2020 Q2	–	Sell	-1,272	Closed	-$60K	–	2451
2020 Q1	$60K	Buy	1,272 +218	+21%	+$12.8K	﹤0.01%	1311
2019 Q4	$69K	Hold	1,054	–	–	﹤0.01%	1327
2019 Q3	$64K	Hold	1,054	–	–	﹤0.01%	1329
2019 Q2	$65K	Buy	1,054 +49	+5%	+$3.04K	﹤0.01%	1290
2019 Q1	$62K	Buy	1,005 +376	+60%	+$23K	﹤0.01%	1255
2018 Q4	$36K	Buy	629 +394	+168%	+$23.7K	﹤0.01%	1372
2018 Q3	$15K	Buy	+235	New	+$15.4K	﹤0.01%	1779

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

HCM

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

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

Northwestern Mutual Wealth Management's DIM Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2022, closing a stake of 159 shares — an estimated $11K sold.

Northwestern Mutual Wealth Management first reported a position in DIM in Q3 2018 and held it in 9 quarters. The position peaked at $69K in Q4 2019. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2022.

Northwestern Mutual Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 159 WisdomTree International MidCap Dividend Fund shares in Q1 2022, an estimated $11K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2018 and held it in 9 quarters.
Northwestern Mutual Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $69K in Q4 2019.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.