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

Meridian 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
2019
Q3 		– Sell
-1,345
Closed -$833 – 267
2019
Q2 		$833 Buy
+1,345
New +$83.5K 0.03% 298

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GIA
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OCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LBD
Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Meridian Wealth Management's DIM Position: Q3 2019 in Review

Meridian Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2019, closing a stake of 1,345 shares — an estimated $833 sold.

Meridian Wealth Management first reported a position in DIM in Q2 2019 and held it in 1 quarter. The position peaked at $833 in Q2 2019. 60 funds tracked by Wall St. Rank hold DIM as of Q3 2019.

  • Meridian Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,345 WisdomTree International MidCap Dividend Fund shares in Q3 2019, an estimated $833.
  • Meridian Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $833 in Q2 2019.
  • 60 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.