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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tacita Capital Toronto, Ontario, Canada $184M AUM 26.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthstreet Investment Advisors's DIM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2021, closing a stake of 3,450 shares — an estimated $232K sold.

Wealthstreet Investment Advisors first reported a position in DIM in Q3 2019 and held it in 5 quarters. The position peaked at $463K in Q4 2019. 50 funds tracked by Wall St. Rank hold DIM as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,450 WisdomTree International MidCap Dividend Fund shares in Q2 2021, an estimated $232K.
Wealthstreet Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2019 and held it in 5 quarters.
Wealthstreet Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $463K in Q4 2019.
50 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.