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Safeguard Investment Advisory Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-3
Closed – – 226
2020
Q4 		$0 Buy
+3
New +$179 ﹤0.01% 724

Other funds holding DIM

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Safeguard Investment Advisory Group's DIM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2021, closing a stake of 3 shares.

Safeguard Investment Advisory Group first reported a position in DIM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3 WisdomTree International MidCap Dividend Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree International MidCap Dividend Fund position peaked at $0 in Q4 2020.
  • 55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.