1834 Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

1834 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
2019 Q2	–	Sell	-12	Closed	-$1K	–	437
2019 Q1	$1K	Sell	12 -613	-98%	-$37.5K	﹤0.01%	399
2018 Q4	$35K	Hold	625	–	–	0.01%	290
2018 Q3	$41K	Hold	625	–	–	0.01%	290
2018 Q2	$41K	Buy	625 +26	+4%	+$1.79K	0.01%	288
2018 Q1	$41K	Buy	599 +126	+27%	+$8.83K	0.01%	290
2017 Q4	$33K	Buy	+473	New	+$32K	0.01%	317

Other funds holding DIM

HCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

SMC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1834 Investment Advisors's DIM Position: Q2 2019 in Review

1834 Investment Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in DIM in Q4 2017 and held it in 6 quarters. The position peaked at $41K in Q3 2018. 58 funds tracked by Wall St. Rank hold DIM as of Q2 2019.

1834 Investment Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
1834 Investment Advisors sold 12 WisdomTree International MidCap Dividend Fund shares in Q2 2019, an estimated $1K.
1834 Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and held it in 6 quarters.
1834 Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $41K in Q3 2018.
58 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.