Signet Financial Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Signet Financial 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
2022 Q1	–	Sell	-861	Closed	-$58K	–	507
2021 Q4	$58K	Buy	+861	New	+$57.8K	0.01%	441
2018 Q4	–	Sell	-2,380	Closed	-$156K	–	377
2018 Q3	$156K	Hold	2,380	–	–	0.03%	256
2018 Q2	$155K	Sell	2,380 -415	-15%	-$28.6K	0.03%	248
2018 Q1	$192K	Buy	+2,795	New	+$196K	0.03%	209
2016 Q1	–	Sell	-3,716	Closed	-$206K	–	188
2015 Q4	$206K	Sell	3,716 -300	-7%	-$16.8K	0.04%	186
2015 Q3	$213K	Buy	4,016 +55	+1%	+$3.13K	0.05%	164
2015 Q2	$234K	Buy	+3,961	New	+$243K	0.05%	161

Other funds holding DIM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Signet Financial Management's DIM Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2022, closing a stake of 861 shares — an estimated $58K sold.

Signet Financial Management first reported a position in DIM in Q2 2015 and held it in 7 quarters. The position peaked at $234K in Q2 2015. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 861 WisdomTree International MidCap Dividend Fund shares in Q1 2022, an estimated $58K.
Signet Financial Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2015 and held it in 7 quarters.
Signet Financial Management's WisdomTree International MidCap Dividend Fund position peaked at $234K in Q2 2015.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.