Wealthstreet Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-3,450	Closed	-$232K	–	149
2021 Q1	$232K	Hold	3,450	–	–	0.02%	335
2020 Q4	$219K	Buy	+3,450	New	+$206K	0.02%	332
2020 Q2	–	Sell	-6,940	Closed	-$325K	–	331
2020 Q1	$325K	Sell	6,940 -100	-1%	-$5.86K	0.05%	234
2019 Q4	$463K	Buy	7,040 +300	+4%	+$19K	0.05%	241
2019 Q3	$426K	Buy	+6,740	New	+$405K	0.05%	238

Other funds holding DIM

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

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.53B AUM 20.13% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return