Transamerica Financial Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Transamerica Financial Advisors’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
2016 Q4	–	Sell	-2	Closed	-$1K	–	436
2016 Q3	$1K	Hold	2	–	–	﹤0.01%	344
2016 Q2	$1K	Hold	2	–	–	﹤0.01%	307
2016 Q1	$1K	Buy	2 +1	+100%	+$53	﹤0.01%	684
2015 Q4	$1K	Hold	1	–	–	﹤0.01%	736
2015 Q3	$1K	Sell	1 -39	-98%	-$2.22K	﹤0.01%	736
2015 Q2	$3K	Buy	40 +39	+3,900%	+$2.39K	﹤0.01%	732
2015 Q1	$1K	Buy	+1	New	+$58	﹤0.01%	791
2014 Q3	–	Sell	-1,676	Closed	-$104K	–	691
2014 Q2	$104K	Buy	1,676 +889	+113%	+$54.4K	0.01%	317
2014 Q1	$48K	Buy	+787	New	+$46.5K	﹤0.01%	350
2013 Q4	–	Sell	-116	Closed	-$7K	–	614
2013 Q3	$7K	Buy	+116	New	+$6.25K	﹤0.01%	462

Other funds holding DIM

HCM

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

OCM

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Transamerica Financial Advisors's DIM Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2016, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in DIM in Q3 2013 and held it in 10 quarters. The position peaked at $104K in Q2 2014. 49 funds tracked by Wall St. Rank hold DIM as of Q4 2016.

Transamerica Financial Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 2 WisdomTree International MidCap Dividend Fund shares in Q4 2016, an estimated $1K.
Transamerica Financial Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2013 and held it in 10 quarters.
Transamerica Financial Advisors's WisdomTree International MidCap Dividend Fund position peaked at $104K in Q2 2014.
49 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.