Advisor Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Advisor Group’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 Q4	$107K	Buy	1,619 +800	+98%	+$50.7K	﹤0.01%	2892
2019 Q3	$49K	Hold	819	–	–	﹤0.01%	3404
2019 Q2	$51K	Sell	819 -489	-37%	-$30.4K	﹤0.01%	3345
2019 Q1	$81K	Sell	1,308 -9,182	-88%	-$561K	﹤0.01%	3034
2018 Q4	$595K	Buy	10,490 +523	+5%	+$31.5K	0.01%	1276
2018 Q3	$653K	Buy	9,967 +1,866	+23%	+$122K	0.01%	1274
2018 Q2	$529K	Sell	8,101 -141	-2%	-$9.73K	0.01%	1262
2018 Q1	$567K	Buy	8,242 +232	+3%	+$16.3K	0.01%	1227
2017 Q4	$552K	Buy	8,010 +6,471	+420%	+$437K	0.01%	1265
2017 Q3	$102K	Hold	1,539	–	–	﹤0.01%	2380
2017 Q2	$98K	Sell	1,539 -145	-9%	-$9.13K	﹤0.01%	2323
2017 Q1	$101K	Sell	1,684 -8,107	-83%	-$473K	﹤0.01%	2143
2016 Q4	$542K	Buy	9,791 +935	+11%	+$51.4K	0.01%	968
2016 Q3	$497K	Sell	8,856 -690	-7%	-$38.1K	0.01%	980
2016 Q2	$499K	Buy	+9,546	New	+$529K	0.01%	918

Other funds holding DIM

HCM

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

GIA

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

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

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

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

SMC

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

OCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's DIM Position: Q4 2019 in Review

Advisor Group increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 98% in Q4 2019, buying an estimated $50.7K and bringing the position to 1,619 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Advisor Group first reported a position in DIM in Q2 2016 and has held it in 15 quarters since. The position peaked at $653K in Q3 2018. 72 funds tracked by Wall St. Rank hold DIM as of Q4 2019.

Advisor Group held 1,619 shares of WisdomTree International MidCap Dividend Fund worth $107K as of Q4 2019.
Advisor Group bought 800 WisdomTree International MidCap Dividend Fund shares in Q4 2019, an estimated $50.7K.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2892 holding.
Advisor Group first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree International MidCap Dividend Fund position peaked at $653K in Q3 2018.
72 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.