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Squar Milner Financial Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-415
Closed -$27K – 773
2018
Q2 		$27K Buy
+415
New +$28.6K 0.02% 435

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Squar Milner Financial Services's DIM Position: Q3 2018 in Review

Squar Milner Financial Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2018, closing a stake of 415 shares — an estimated $27K sold.

Squar Milner Financial Services first reported a position in DIM in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 62 funds tracked by Wall St. Rank hold DIM as of Q3 2018.

  • Squar Milner Financial Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 415 WisdomTree International MidCap Dividend Fund shares in Q3 2018, an estimated $27K.
  • Squar Milner Financial Services first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's WisdomTree International MidCap Dividend Fund position peaked at $27K in Q2 2018.
  • 62 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.