Realta Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-62	Closed	-$3.76K	–	428
2024 Q2	$3.76K	Hold	62	–	–	﹤0.01%	737
2024 Q1	$3.9K	Buy	+62	New	+$3.76K	﹤0.01%	758
2023 Q1	–	Sell	-62	Closed	-$3.44K	–	490
2022 Q4	$3.44K	Hold	62	–	–	﹤0.01%	789
2022 Q3	$3K	Buy	+62	New	+$3.37K	﹤0.01%	766
2020 Q1	–	Sell	-342	Closed	-$22K	–	555
2019 Q4	$22K	Hold	342	–	–	0.01%	891
2019 Q3	$21K	Hold	342	–	–	0.01%	900
2019 Q2	$21K	Buy	342 +280	+452%	+$17.4K	0.01%	918
2019 Q1	$4K	Buy	+62	New	+$3.79K	﹤0.01%	1105

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

SMC

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Realta Investment Advisors's DIM Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2024, closing a stake of 62 shares — an estimated $3.76K sold.

Realta Investment Advisors first reported a position in DIM in Q1 2019 and held it in 8 quarters. The position peaked at $22K in Q4 2019. 42 funds tracked by Wall St. Rank hold DIM as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 62 WisdomTree International MidCap Dividend Fund shares in Q3 2024, an estimated $3.76K.
Realta Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $22K in Q4 2019.
42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.