Salem Investment Counselors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Salem Investment Counselors’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
2023 Q2	–	Sell	-146	Closed	-$8.54K	–	1165
2023 Q1	$8.54K	Hold	146	–	–	﹤0.01%	839
2022 Q4	$8.1K	Hold	146	–	–	﹤0.01%	818
2022 Q3	$7K	Hold	146	–	–	﹤0.01%	813
2022 Q2	$8K	Hold	146	–	–	﹤0.01%	812
2022 Q1	$9K	Hold	146	–	–	﹤0.01%	765
2021 Q4	$10K	Hold	146	–	–	﹤0.01%	827
2021 Q3	$10K	Hold	146	–	–	﹤0.01%	759
2021 Q2	$10K	Hold	146	–	–	﹤0.01%	708
2021 Q1	$10K	Hold	146	–	–	﹤0.01%	672
2020 Q4	$9K	Hold	146	–	–	﹤0.01%	660
2020 Q3	$8K	Hold	146	–	–	﹤0.01%	572
2020 Q2	$8K	Hold	146	–	–	﹤0.01%	563
2020 Q1	$7K	Hold	146	–	–	﹤0.01%	548
2019 Q4	$10K	Hold	146	–	–	﹤0.01%	559
2019 Q3	$9K	Hold	146	–	–	﹤0.01%	540
2019 Q2	$9K	Buy	+146	New	+$9.07K	﹤0.01%	558

Other funds holding DIM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Salem Investment Counselors's DIM Position: Q2 2023 in Review

Salem Investment Counselors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2023, closing a stake of 146 shares — an estimated $8.54K sold.

Salem Investment Counselors first reported a position in DIM in Q2 2019 and held it in 16 quarters. The position peaked at $10K in Q4 2021. 39 funds tracked by Wall St. Rank hold DIM as of Q2 2023.

Salem Investment Counselors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Salem Investment Counselors sold 146 WisdomTree International MidCap Dividend Fund shares in Q2 2023, an estimated $8.54K.
Salem Investment Counselors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2019 and held it in 16 quarters.
Salem Investment Counselors's WisdomTree International MidCap Dividend Fund position peaked at $10K in Q4 2021.
39 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2023.

Based on Salem Investment Counselors's 13F filing for Q2 2023, filed 19 Jul 2023.