Texas Yale Capital Corp’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Texas Yale Capital Corp’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
2019 Q3	–	Sell	-18,725	Closed	-$1.16M	–	450
2019 Q2	$1.16M	Sell	18,725 -18,725	-50%	-$1.16M	0.09%	221
2019 Q1	$2.33M	Buy	37,450 +18,725	+100%	+$1.14M	0.09%	208
2018 Q4	$1.06M	Hold	18,725	–	–	0.1%	203
2018 Q3	$1.23M	Buy	18,725 +1,000	+6%	+$65.5K	0.1%	201
2018 Q2	$1.16M	Hold	17,725	–	–	0.1%	195
2018 Q1	$1.22M	Buy	+17,725	New	+$1.24M	0.1%	189

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SMC

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

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

LBD

Landsberg Bennett & Dubbaneh Punta Gorda, Florida $785M AUM 22.85% 1-Year Est. Return

Texas Yale Capital Corp's DIM Position: Q3 2019 in Review

Texas Yale Capital Corp sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2019, closing a stake of 18,725 shares — an estimated $1.16M sold.

Texas Yale Capital Corp first reported a position in DIM in Q1 2018 and held it in 6 quarters. The position peaked at $2.33M in Q1 2019. 60 funds tracked by Wall St. Rank hold DIM as of Q3 2019.

Texas Yale Capital Corp reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Texas Yale Capital Corp sold 18,725 WisdomTree International MidCap Dividend Fund shares in Q3 2019, an estimated $1.16M.
Texas Yale Capital Corp first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2018 and held it in 6 quarters.
Texas Yale Capital Corp's WisdomTree International MidCap Dividend Fund position peaked at $2.33M in Q1 2019.
60 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2019.

Based on Texas Yale Capital Corp's 13F filing for Q3 2019, filed 31 Oct 2019.