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Viewpoint Capital Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Viewpoint Capital 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
2024
Q4 		– Sell
-50
Closed -$3.33K – 137
2024
Q3 		$3.33K Hold
50
– – ﹤0.01% 134
2024
Q2 		$3.03K Buy
+50
New +$3.11K ﹤0.01% 135

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Viewpoint Capital Management's DIM Position: Q4 2024 in Review

Viewpoint Capital Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2024, closing a stake of 50 shares — an estimated $3.33K sold.

Viewpoint Capital Management first reported a position in DIM in Q2 2024 and held it in 2 quarters. The position peaked at $3.33K in Q3 2024. 37 funds tracked by Wall St. Rank hold DIM as of Q4 2024.

  • Viewpoint Capital Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Viewpoint Capital Management sold 50 WisdomTree International MidCap Dividend Fund shares in Q4 2024, an estimated $3.33K.
  • Viewpoint Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2024 and held it in 2 quarters.
  • Viewpoint Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $3.33K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2024.

Based on Viewpoint Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.