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TC
Tacita Capital’s
WisdomTree International MidCap Dividend Fund
DIM
Stock Holding History
Tacita Capital’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
Q3
–
Sell
-590
Closed
-$34K
–
195
2023
Q2
$34K
Hold
590
–
–
0.03%
153
2023
Q1
$34K
Buy
590
+255
+76%
+$14.9K
0.03%
149
2022
Q4
$19K
Sell
335
-38,965
-99%
-$2.05M
0.01%
171
2022
Q3
$1.86M
Buy
39,300
+345
+0.9%
+$18.7K
1.44%
24
2022
Q2
$2.15M
Sell
38,955
-8,915
-19%
-$540K
1.49%
27
2022
Q1
$3.07M
Buy
47,870
+445
+0.9%
+$29K
1.78%
20
2021
Q4
$3.19M
Sell
47,425
-395
-0.8%
-$26.5K
1.82%
18
2021
Q3
$3.2M
Buy
47,820
+1,250
+3%
+$86.4K
1.96%
18
2021
Q2
$3.16M
Buy
46,570
+1,115
+2%
+$77.3K
1.9%
18
2021
Q1
$3.05M
Buy
45,455
+5,575
+14%
+$368K
1.98%
17
2020
Q4
$2.54M
Buy
+39,880
New
+$2.38M
1.67%
23
Other funds holding DIM
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
SMC
Smith, Moore & Co
Clayton, Missouri
$1.37B AUM
20.02%
1-Year Est. Return
GIA
GHP Investment Advisors
Denver, Colorado
$2.43B AUM
21.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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