SignalPoint Asset Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

SignalPoint Asset Management’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	-6,780	Closed	-$431K	–	223
2020 Q4	$431K	Sell	6,780 -4	-0.1%	-$239	0.16%	125
2020 Q3	$379K	Sell	6,784 -10	-0.1%	-$563	0.16%	131
2020 Q2	$364K	Sell	6,794 -37	-0.5%	-$1.88K	0.16%	121
2020 Q1	$320K	Buy	6,831 +630	+10%	+$36.9K	0.17%	113
2019 Q4	$408K	Sell	6,201 -108	-2%	-$6.85K	0.17%	118
2019 Q3	$380K	Sell	6,309 -25	-0.4%	-$1.5K	0.17%	124
2019 Q2	$393K	Sell	6,334 -2,646	-29%	-$164K	0.19%	137
2019 Q1	$558K	Sell	8,980 -69	-0.8%	-$4.22K	0.24%	106
2018 Q4	$513K	Buy	9,049 +540	+6%	+$32.5K	0.25%	103
2018 Q3	$558K	Buy	8,509 +118	+1%	+$7.73K	0.25%	105
2018 Q2	$548K	Buy	8,391 +45	+0.5%	+$3.1K	0.26%	115
2018 Q1	$574K	Buy	8,346 +436	+6%	+$30.6K	0.28%	103
2017 Q4	$546K	Sell	7,910 -189	-2%	-$12.8K	0.26%	107
2017 Q3	$537K	Buy	+8,099	New	+$530K	0.27%	102
2017 Q1	–	Sell	-7,426	Closed	-$411K	–	160
2016 Q4	$411K	Sell	7,426 -28	-0.4%	-$1.54K	0.11%	169
2016 Q3	$418K	Sell	7,454 -619	-8%	-$34.1K	0.11%	157
2016 Q2	$423K	Sell	8,073 -575	-7%	-$31.9K	0.18%	133
2016 Q1	$483K	Buy	+8,648	New	+$454K	0.21%	105

Other funds holding DIM

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

SMC

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

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

Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return

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

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

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

SignalPoint Asset Management's DIM Position: Q1 2021 in Review

SignalPoint Asset Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2021, closing a stake of 6,780 shares — an estimated $431K sold.

SignalPoint Asset Management first reported a position in DIM in Q1 2016 and held it in 18 quarters. The position peaked at $574K in Q1 2018. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2021.

SignalPoint Asset Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
SignalPoint Asset Management sold 6,780 WisdomTree International MidCap Dividend Fund shares in Q1 2021, an estimated $431K.
SignalPoint Asset Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2016 and held it in 18 quarters.
SignalPoint Asset Management's WisdomTree International MidCap Dividend Fund position peaked at $574K in Q1 2018.
55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2021.

Based on SignalPoint Asset Management's 13F filing for Q1 2021, filed 3 May 2021.