Insight 2811 Inc’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Insight 2811 Inc’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
2016 Q3	–	Sell	-55,890	Closed	-$2.93M	–	92
2016 Q2	$2.93M	Buy	55,890 +41,850	+298%	+$2.32M	1.13%	9
2016 Q1	$784K	Hold	14,040	–	–	0.31%	53
2015 Q4	$779K	Hold	14,040	–	–	0.37%	47
2015 Q3	$746K	Hold	14,040	–	–	0.43%	47
2015 Q2	$830K	Hold	14,040	–	–	0.4%	46
2015 Q1	$827K	Hold	14,040	–	–	0.39%	48
2014 Q4	$781K	Hold	14,040	–	–	0.38%	52
2014 Q3	$794K	Hold	14,040	–	–	0.34%	54
2014 Q2	$867K	Hold	14,040	–	–	0.36%	50
2014 Q1	$858K	Buy	+14,040	New	+$829K	0.36%	54

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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 $2.43B AUM 21.99% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

SMC

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Insight 2811 Inc's DIM Position: Q3 2016 in Review

Insight 2811 Inc sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2016, closing a stake of 55,890 shares — an estimated $2.93M sold.

Insight 2811 Inc first reported a position in DIM in Q1 2014 and held it in 10 quarters. The position peaked at $2.93M in Q2 2016. 51 funds tracked by Wall St. Rank hold DIM as of Q3 2016.

Insight 2811 Inc reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2016 after selling out during the quarter.
Insight 2811 Inc sold 55,890 WisdomTree International MidCap Dividend Fund shares in Q3 2016, an estimated $2.93M.
Insight 2811 Inc first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2014 and held it in 10 quarters.
Insight 2811 Inc's WisdomTree International MidCap Dividend Fund position peaked at $2.93M in Q2 2016.
51 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2016.

Based on Insight 2811 Inc's 13F filing for Q3 2016, filed 25 Oct 2016.