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

Centaurus Financial’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
2018 Q3	–	Sell	-360	Closed	-$23K	–	879
2018 Q2	$23K	Buy	+360	New	+$24.8K	﹤0.01%	1205

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

Jane Street New York $777B AUM 61.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Centaurus Financial's DIM Position: Q3 2018 in Review

Centaurus Financial sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2018, closing a stake of 360 shares — an estimated $23K sold.

Centaurus Financial first reported a position in DIM in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 62 funds tracked by Wall St. Rank hold DIM as of Q3 2018.

Centaurus Financial reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 360 WisdomTree International MidCap Dividend Fund shares in Q3 2018, an estimated $23K.
Centaurus Financial first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2018 and held it in 1 quarter.
Centaurus Financial's WisdomTree International MidCap Dividend Fund position peaked at $23K in Q2 2018.
62 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.