WDL
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Well Done LLC’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Well Done LLC’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
-3,283
Closed -$211K – 176
2022
Q1 		$211K Hold
3,283
– – 0.04% 178
2021
Q4 		$221K Hold
3,283
– – 0.04% 168
2021
Q3 		$220K Sell
3,283
-157
-5% -$10.8K 0.05% 161
2021
Q2 		$233K Hold
3,440
– – 0.05% 157
2021
Q1 		$231K Hold
3,440
– – 0.05% 150
2020
Q4 		$219K Sell
3,440
-776
-18% -$46.4K 0.05% 139
2020
Q3 		$236K Hold
4,216
– – 0.07% 125
2020
Q2 		$226K Sell
4,216
-1,030
-20% -$52.4K 0.06% 137
2020
Q1 		$246K Sell
5,246
-17,769
-77% -$1.04M 0.07% 117
2019
Q4 		$1.51M Buy
23,015
+223
+1% +$14.1K 0.35% 51
2019
Q3 		$1.38M Hold
22,792
– – 0.34% 51
2019
Q2 		$1.41M Sell
22,792
-50
-0.2% -$3.1K 0.33% 52
2019
Q1 		$1.42M Buy
22,842
+6,292
+38% +$385K 0.35% 50
2018
Q4 		$939K Sell
16,550
-1
-0% -$60 0.26% 54
2018
Q3 		$1.08M Buy
16,551
+100
+0.6% +$6.55K 0.31% 50
2018
Q2 		$1.07M Buy
16,451
+42
+0.3% +$2.9K 0.32% 49
2018
Q1 		$1.13M Buy
16,409
+3,036
+23% +$213K 0.35% 42
2017
Q4 		$923K Buy
13,373
+56
+0.4% +$3.78K 0.3% 47
2017
Q3 		$883K Buy
13,317
+4,439
+50% +$291K 0.27% 58
2017
Q2 		$566K Buy
8,878
+2,093
+31% +$132K 0.2% 54
2017
Q1 		$408K Buy
+6,785
New +$396K 0.14% 71

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
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

Well Done LLC's DIM Position: Q2 2022 in Review

Well Done LLC sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2022, closing a stake of 3,283 shares — an estimated $211K sold.

Well Done LLC first reported a position in DIM in Q1 2017 and held it in 21 quarters. The position peaked at $1.51M in Q4 2019. 45 funds tracked by Wall St. Rank hold DIM as of Q2 2022.

  • Well Done LLC reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Well Done LLC sold 3,283 WisdomTree International MidCap Dividend Fund shares in Q2 2022, an estimated $211K.
  • Well Done LLC first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2017 and held it in 21 quarters.
  • Well Done LLC's WisdomTree International MidCap Dividend Fund position peaked at $1.51M in Q4 2019.
  • 45 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2022.

Based on Well Done LLC's 13F filing for Q2 2022, filed 18 Jul 2022.