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

TrustCore 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 Q4	–	Sell	-1,534	Closed	-$101K	–	503
2018 Q3	$101K	Hold	1,534	–	–	0.03%	214
2018 Q2	$100K	Buy	1,534 +24	+2%	+$1.66K	0.04%	208
2018 Q1	$104K	Buy	1,510 +10	+0.7%	+$701	0.04%	195
2017 Q4	$103K	Buy	+1,500	New	+$101K	0.04%	194

Other funds holding DIM

HCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

TrustCore Financial Services's DIM Position: Q4 2018 in Review

TrustCore Financial Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2018, closing a stake of 1,534 shares — an estimated $101K sold.

TrustCore Financial Services first reported a position in DIM in Q4 2017 and held it in 4 quarters. The position peaked at $104K in Q1 2018. 58 funds tracked by Wall St. Rank hold DIM as of Q4 2018.

TrustCore Financial Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
TrustCore Financial Services sold 1,534 WisdomTree International MidCap Dividend Fund shares in Q4 2018, an estimated $101K.
TrustCore Financial Services first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and held it in 4 quarters.
TrustCore Financial Services's WisdomTree International MidCap Dividend Fund position peaked at $104K in Q1 2018.
58 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2018.

Based on TrustCore Financial Services's 13F filing for Q4 2018, filed 5 Feb 2019.