Simplicity Solutions
DIM icon

Simplicity Solutions’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-12,140
Closed -$798K – 746
2019
Q4 		$798K Buy
12,140
+6,855
+130% +$435K 0.02% 434
2019
Q3 		$319K Buy
+5,285
New +$318K 0.01% 527

Other funds holding DIM

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GHP Investment Advisors
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplicity Solutions's DIM Position: Q1 2020 in Review

Simplicity Solutions sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 12,140 shares — an estimated $798K sold.

Simplicity Solutions first reported a position in DIM in Q3 2019 and held it in 2 quarters. The position peaked at $798K in Q4 2019. 54 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

  • Simplicity Solutions reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 12,140 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $798K.
  • Simplicity Solutions first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2019 and held it in 2 quarters.
  • Simplicity Solutions's WisdomTree International MidCap Dividend Fund position peaked at $798K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.