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

Concert 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
2017 Q3	–	Sell	-3,715	Closed	-$237K	–	50
2017 Q2	$237K	Sell	3,715 -455	-11%	-$28.7K	0.23%	125
2017 Q1	$233K	Hold	4,170	–	–	0.05%	415
2016 Q4	$233K	Buy	4,170 +925	+29%	+$50.9K	0.05%	422
2016 Q3	$183K	Sell	3,245 -1,430	-31%	-$78.9K	0.02%	663
2016 Q2	$243K	Buy	4,675 +25	+0.5%	+$1.39K	0.03%	533
2016 Q1	$260K	Sell	4,650 -130	-3%	-$6.83K	0.03%	505
2015 Q4	$268K	Hold	4,780	–	–	0.04%	501
2015 Q3	$255K	Sell	4,780 -360	-7%	-$20.5K	0.03%	529
2015 Q2	$305K	Buy	+5,140	New	+$315K	0.04%	488
2015 Q1	–	Sell	-5,430	Closed	-$304K	–	518
2014 Q4	$304K	Sell	5,430 -415	-7%	-$23.2K	0.05%	459
2014 Q3	$330K	Buy	5,845 +1	+0%	+$60	0.04%	361
2014 Q2	$347K	Sell	5,844 -11	-0.2%	-$673	0.04%	381
2014 Q1	$352K	Sell	5,855 -118	-2%	-$6.97K	0.04%	366
2013 Q4	$355K	Buy	5,973 +30	+0.5%	+$1.72K	0.05%	336
2013 Q3	$336K	Buy	5,943 +450	+8%	+$24.2K	0.05%	342
2013 Q2	$279K	Buy	+5,493	New	+$292K	0.04%	355

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SMC

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

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

Concert Wealth Management's DIM Position: Q3 2017 in Review

Concert Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2017, closing a stake of 3,715 shares — an estimated $237K sold.

Concert Wealth Management first reported a position in DIM in Q2 2013 and held it in 16 quarters. The position peaked at $355K in Q4 2013. 46 funds tracked by Wall St. Rank hold DIM as of Q3 2017.

Concert Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Concert Wealth Management sold 3,715 WisdomTree International MidCap Dividend Fund shares in Q3 2017, an estimated $237K.
Concert Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $355K in Q4 2013.
46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.