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

Surevest’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 Q1	–	Sell	-36,980	Closed	-$2.43M	–	107
2019 Q4	$2.43M	Sell	36,980 -4,127	-10%	-$262K	1.04%	25
2019 Q3	$2.48M	Sell	41,107 -623	-1%	-$37.5K	1.22%	18
2019 Q2	$2.58M	Buy	41,730 +3,828	+10%	+$238K	1.34%	16
2019 Q1	$2.35M	Sell	37,902 -569	-1%	-$34.8K	1.45%	26
2018 Q4	$2.18M	Buy	+38,471	New	+$2.32M	1.72%	17

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 $2.72B AUM 27.58% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SMC

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

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

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

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

Surevest's DIM Position: Q1 2020 in Review

Surevest sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 36,980 shares — an estimated $2.43M sold.

Surevest first reported a position in DIM in Q4 2018 and held it in 5 quarters. The position peaked at $2.58M in Q2 2019. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

Surevest reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 36,980 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $2.43M.
Surevest first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree International MidCap Dividend Fund position peaked at $2.58M in Q2 2019.
55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.