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Nottingham Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Nottingham Advisors’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
2013
Q4 		– Sell
-19,842
Closed -$1.11M – 56
2013
Q3 		$1.11M Sell
19,842
-3,240
-14% -$174K 0.41% 29
2013
Q2 		$1.16M Buy
+23,082
New +$1.23M 0.48% 28

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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 $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Nottingham Advisors's DIM Position: Q4 2013 in Review

Nottingham Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2013, closing a stake of 19,842 shares — an estimated $1.11M sold.

Nottingham Advisors first reported a position in DIM in Q2 2013 and held it in 2 quarters. The position peaked at $1.16M in Q2 2013. 36 funds tracked by Wall St. Rank hold DIM as of Q4 2013.

  • Nottingham Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Nottingham Advisors sold 19,842 WisdomTree International MidCap Dividend Fund shares in Q4 2013, an estimated $1.11M.
  • Nottingham Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Nottingham Advisors's WisdomTree International MidCap Dividend Fund position peaked at $1.16M in Q2 2013.
  • 36 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2013.

Based on Nottingham Advisors's 13F filing for Q4 2013, filed 18 Feb 2014.