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

Kiley Juergens 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
2018 Q4	–	Sell	-380	Closed	-$24K	–	188
2018 Q3	$24K	Hold	380	–	–	0.02%	334
2018 Q2	$24K	Buy	+380	New	+$26.2K	0.02%	296
2018 Q1	–	Sell	-380	Closed	-$26K	–	212
2017 Q4	$26K	Buy	+380	New	+$25.7K	0.02%	305

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMC

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

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

Kiley Juergens Wealth Management's DIM Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2018, closing a stake of 380 shares — an estimated $24K sold.

Kiley Juergens Wealth Management first reported a position in DIM in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 58 funds tracked by Wall St. Rank hold DIM as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 380 WisdomTree International MidCap Dividend Fund shares in Q4 2018, an estimated $24K.
Kiley Juergens Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $26K in Q4 2017.
58 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.