Spire Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Spire Wealth 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 Q2	–	Sell	-428	Closed	-$27K	–	2687
2022 Q1	$27K	Buy	+428	New	+$27.9K	﹤0.01%	1680
2021 Q2	–	Sell	-5,790	Closed	-$391K	–	2665
2021 Q1	$391K	Buy	+5,790	New	+$382K	0.01%	749

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Spire Wealth Management's DIM Position: Q2 2022 in Review

Spire Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2022, closing a stake of 428 shares — an estimated $27K sold.

Spire Wealth Management first reported a position in DIM in Q1 2021 and held it in 2 quarters. The position peaked at $391K in Q1 2021. 45 funds tracked by Wall St. Rank hold DIM as of Q2 2022.

Spire Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 428 WisdomTree International MidCap Dividend Fund shares in Q2 2022, an estimated $27K.
Spire Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $391K in Q1 2021.
45 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.