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

Retirement 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
2019 Q4	$37K	Buy	+560	New	+$35.5K	0.02%	251

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

SMC

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Retirement Group's DIM Position: Q4 2019 in Review

Retirement Group opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q4 2019: 560 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings.

72 funds tracked by Wall St. Rank hold DIM as of Q4 2019.

Retirement Group held 560 shares of WisdomTree International MidCap Dividend Fund worth $37K as of Q4 2019.
WisdomTree International MidCap Dividend Fund was a new Retirement Group position in Q4 2019.
WisdomTree International MidCap Dividend Fund made up 0.02% of Retirement Group's portfolio in Q4 2019, its #251 holding.
72 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.