Ground Swell Capital’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Ground Swell Capital’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
2014 Q3	–	Sell	-200	Closed	-$12K	–	2459
2014 Q2	$12K	Buy	+200	New	+$12.2K	0.02%	630

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Ground Swell Capital's DIM Position: Q3 2014 in Review

Ground Swell Capital sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2014, closing a stake of 200 shares — an estimated $12K sold.

Ground Swell Capital first reported a position in DIM in Q2 2014 and held it in 1 quarter. The position peaked at $12K in Q2 2014. 40 funds tracked by Wall St. Rank hold DIM as of Q3 2014.

Ground Swell Capital reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 200 WisdomTree International MidCap Dividend Fund shares in Q3 2014, an estimated $12K.
Ground Swell Capital first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's WisdomTree International MidCap Dividend Fund position peaked at $12K in Q2 2014.
40 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.