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Aurora Financial Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Aurora Financial 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
2017
Q4 		$254K Buy
+3,685
New +$249K 0.18% 162

Other funds holding DIM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.6B AUM 16.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Aurora Financial Advisors's DIM Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q4 2017: 3,685 shares worth $254K. The stake represents 0.18% of the portfolio and ranks #162 among its holdings.

51 funds tracked by Wall St. Rank hold DIM as of Q4 2017.

  • Aurora Financial Advisors held 3,685 shares of WisdomTree International MidCap Dividend Fund worth $254K as of Q4 2017.
  • WisdomTree International MidCap Dividend Fund was a new Aurora Financial Advisors position in Q4 2017.
  • WisdomTree International MidCap Dividend Fund made up 0.18% of Aurora Financial Advisors's portfolio in Q4 2017, its #162 holding.
  • 51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.