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SignatureFD’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

SignatureFD’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
-150
Closed -$8K – 736
2013
Q3 		$8K Buy
+150
New +$8.08K ﹤0.01% 434

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

SignatureFD's DIM Position: Q4 2013 in Review

SignatureFD sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2013, closing a stake of 150 shares — an estimated $8K sold.

SignatureFD first reported a position in DIM in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 36 funds tracked by Wall St. Rank hold DIM as of Q4 2013.

  • SignatureFD reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • SignatureFD sold 150 WisdomTree International MidCap Dividend Fund shares in Q4 2013, an estimated $8K.
  • SignatureFD first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2013 and held it in 1 quarter.
  • SignatureFD's WisdomTree International MidCap Dividend Fund position peaked at $8K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2013.

Based on SignatureFD's 13F filing for Q4 2013, filed 11 Feb 2014.