Starfire Investment Advisers’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Starfire Investment Advisers’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
2020 Q2	$209K	Sell	3,915 -2,000	-34%	-$102K	0.1%	153
2020 Q1	$277K	Hold	5,915	–	–	0.15%	118
2019 Q4	$388K	Hold	5,915	–	–	0.15%	124
2019 Q3	$356K	Sell	5,915 -1,475	-20%	-$88.7K	0.15%	124
2019 Q2	$457K	Hold	7,390	–	–	0.2%	96
2019 Q1	$458K	Hold	7,390	–	–	0.21%	96
2018 Q4	$419K	Buy	7,390 +3,125	+73%	+$188K	0.23%	92
2018 Q3	$279K	Sell	4,265 -3,125	-42%	-$205K	0.14%	111
2018 Q2	$482K	Hold	7,390	–	–	0.24%	89
2018 Q1	$508K	Buy	+7,390	New	+$518K	0.26%	87
2017 Q4	–	Sell	-7,390	Closed	-$490K	–	161
2017 Q3	$490K	Hold	7,390	–	–	0.3%	70
2017 Q2	$471K	Hold	7,390	–	–	0.28%	78
2017 Q1	$445K	Hold	7,390	–	–	0.24%	87
2016 Q4	$409K	Hold	7,390	–	–	0.23%	89
2016 Q3	$414K	Buy	7,390 +265	+4%	+$14.6K	0.24%	87
2016 Q2	$373K	Hold	7,125	–	–	0.26%	81
2016 Q1	$398K	Hold	7,125	–	–	0.26%	85
2015 Q4	$395K	Hold	7,125	–	–	0.27%	84
2015 Q3	$378K	Hold	7,125	–	–	0.28%	82
2015 Q2	$421K	Sell	7,125 -280	-4%	-$17.2K	0.28%	83
2015 Q1	$436K	Buy	+7,405	New	+$429K	0.29%	85

Other funds holding DIM

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Starfire Investment Advisers's DIM Position: Q2 2020 in Review

Starfire Investment Advisers reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 34% in Q2 2020, selling an estimated $102K and leaving 3,915 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #153.

Starfire Investment Advisers first reported a position in DIM in Q1 2015 and has held it in 21 quarters since. The position peaked at $508K in Q1 2018. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2020.

Starfire Investment Advisers held 3,915 shares of WisdomTree International MidCap Dividend Fund worth $209K as of Q2 2020.
Starfire Investment Advisers sold 2,000 WisdomTree International MidCap Dividend Fund shares in Q2 2020, an estimated $102K.
WisdomTree International MidCap Dividend Fund made up 0.1% of Starfire Investment Advisers's portfolio in Q2 2020, its #153 holding.
Starfire Investment Advisers first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's WisdomTree International MidCap Dividend Fund position peaked at $508K in Q1 2018.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.