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

Advisor Partners’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
2017 Q4	–	Sell	-4,050	Closed	-$269K	–	570
2017 Q3	$269K	Sell	4,050 -521	-11%	-$34.1K	0.05%	375
2017 Q2	$291K	Buy	4,571 +47	+1%	+$2.96K	0.07%	344
2017 Q1	$272K	Sell	4,524 -145	-3%	-$8.46K	0.07%	342
2016 Q4	$259K	Sell	4,669 -680	-13%	-$37.4K	0.08%	312
2016 Q3	$300K	Sell	5,349 -85	-2%	-$4.69K	0.1%	253
2016 Q2	$285K	Buy	5,434 +10	+0.2%	+$554	0.1%	241
2016 Q1	$303K	Buy	5,424 +180	+3%	+$9.45K	0.11%	213
2015 Q4	$291K	Buy	+5,244	New	+$294K	0.1%	216
2014 Q3	–	Sell	-3,529	Closed	-$218K	–	245
2014 Q2	$218K	Buy	3,529 +7	+0.2%	+$429	0.11%	251
2014 Q1	$212K	Buy	+3,522	New	+$208K	0.12%	244

Other funds holding DIM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Advisor Partners's DIM Position: Q4 2017 in Review

Advisor Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2017, closing a stake of 4,050 shares — an estimated $269K sold.

Advisor Partners first reported a position in DIM in Q1 2014 and held it in 10 quarters. The position peaked at $303K in Q1 2016. 51 funds tracked by Wall St. Rank hold DIM as of Q4 2017.

Advisor Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
Advisor Partners sold 4,050 WisdomTree International MidCap Dividend Fund shares in Q4 2017, an estimated $269K.
Advisor Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2014 and held it in 10 quarters.
Advisor Partners's WisdomTree International MidCap Dividend Fund position peaked at $303K in Q1 2016.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.