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

Litman Gregory 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
2014
Q1 		– Sell
-280
Closed -$17K – 25
2013
Q4 		$17K Buy
+280
New +$16.1K 0.02% 24

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Litman Gregory Wealth Management's DIM Position: Q1 2014 in Review

Litman Gregory Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2014, closing a stake of 280 shares — an estimated $17K sold.

Litman Gregory Wealth Management first reported a position in DIM in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 42 funds tracked by Wall St. Rank hold DIM as of Q1 2014.

  • Litman Gregory Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 280 WisdomTree International MidCap Dividend Fund shares in Q1 2014, an estimated $17K.
  • Litman Gregory Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Litman Gregory Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $17K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2014, filed 25 Apr 2014.