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

Merriman 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
Q2 		– Sell
-22,287
Closed -$1.53M – 175
2018
Q1 		$1.53M Buy
+22,287
New +$1.56M 0.4% 54

Other funds holding DIM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merriman Wealth Management's DIM Position: Q2 2018 in Review

Merriman Wealth Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2018, closing a stake of 22,287 shares — an estimated $1.53M sold.

Merriman Wealth Management first reported a position in DIM in Q1 2018 and held it in 1 quarter. The position peaked at $1.53M in Q1 2018. 60 funds tracked by Wall St. Rank hold DIM as of Q2 2018.

  • Merriman Wealth Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 22,287 WisdomTree International MidCap Dividend Fund shares in Q2 2018, an estimated $1.53M.
  • Merriman Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Merriman Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $1.53M in Q1 2018.
  • 60 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2018.

Based on Merriman Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.