New England Securities’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

New England Securities’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 Q4	$1K	Hold	20	–	–	﹤0.01%	1548
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	1572
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	1631
2014 Q1	$1K	Hold	20	–	–	﹤0.01%	1612
2013 Q4	$1K	Hold	20	–	–	﹤0.01%	1546
2013 Q3	$1K	Hold	20	–	–	﹤0.01%	1535
2013 Q2	$1K	Buy	+20	New	+$1.06K	﹤0.01%	1344

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SMC

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Securities's DIM Position: Q4 2014 in Review

New England Securities held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q4 2014 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

New England Securities first reported a position in DIM in Q2 2013 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold DIM as of Q4 2014.

New England Securities held 20 shares of WisdomTree International MidCap Dividend Fund worth $1K as of Q4 2014.
New England Securities left its WisdomTree International MidCap Dividend Fund share count unchanged in Q4 2014.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1548 holding.
New England Securities first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and has held it in 7 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.