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

Frontier 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
2015
Q2 		– Sell
-6,377
Closed -$376K – 356
2015
Q1 		$376K Buy
+6,377
New +$369K 0.06% 200

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Frontier Wealth Management's DIM Position: Q2 2015 in Review

Frontier Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2015, closing a stake of 6,377 shares — an estimated $376K sold.

Frontier Wealth Management first reported a position in DIM in Q1 2015 and held it in 1 quarter. The position peaked at $376K in Q1 2015. 46 funds tracked by Wall St. Rank hold DIM as of Q2 2015.

  • Frontier Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 6,377 WisdomTree International MidCap Dividend Fund shares in Q2 2015, an estimated $376K.
  • Frontier Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2015 and held it in 1 quarter.
  • Frontier Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $376K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.