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

Keystone Financial Planning’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
Q1 		– Sell
-6,350
Closed -$375K – 60
2013
Q4 		$375K Buy
+6,350
New +$364K 0.3% 48

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
Bank of America
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Planning's DIM Position: Q1 2014 in Review

Keystone Financial Planning sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2014, closing a stake of 6,350 shares — an estimated $375K sold.

Keystone Financial Planning first reported a position in DIM in Q4 2013 and held it in 1 quarter. The position peaked at $375K in Q4 2013. 42 funds tracked by Wall St. Rank hold DIM as of Q1 2014.

  • Keystone Financial Planning reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 6,350 WisdomTree International MidCap Dividend Fund shares in Q1 2014, an estimated $375K.
  • Keystone Financial Planning first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's WisdomTree International MidCap Dividend Fund position peaked at $375K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.