Avior Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-13	Closed	–	–	662
2018 Q4	$0	Hold	13	–	–	﹤0.01%	717
2018 Q3	$1K	Sell	13 -48	-79%	-$3.14K	﹤0.01%	701
2018 Q2	$4K	Buy	61 +1	+2%	+$69	﹤0.01%	663
2018 Q1	$4K	Buy	+60	New	+$4.21K	﹤0.01%	642

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

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

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 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

Avior Wealth Management's DIM Position: Q1 2019 in Review

Avior Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2019, closing a stake of 13 shares.

Avior Wealth Management first reported a position in DIM in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 59 funds tracked by Wall St. Rank hold DIM as of Q1 2019.

Avior Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Avior Wealth Management sold 13 WisdomTree International MidCap Dividend Fund shares in Q1 2019.
Avior Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Avior Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $4K in Q2 2018.
59 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.