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Personal Wealth Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-167
Closed -$11K – 168
2021
Q2 		$11K Buy
+167
New +$11.6K ﹤0.01% 259

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TC
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HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
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Personal Wealth Partners's DIM Position: Q3 2021 in Review

Personal Wealth Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2021, closing a stake of 167 shares — an estimated $11K sold.

Personal Wealth Partners first reported a position in DIM in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 51 funds tracked by Wall St. Rank hold DIM as of Q3 2021.

  • Personal Wealth Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 167 WisdomTree International MidCap Dividend Fund shares in Q3 2021, an estimated $11K.
  • Personal Wealth Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's WisdomTree International MidCap Dividend Fund position peaked at $11K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.