CPIG
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Chicago Partners Investment Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Chicago Partners Investment Group’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
-3,252
Closed -$200K – 334
2019
Q2 		$200K Sell
3,252
-596
-15% -$37K 0.03% 311
2019
Q1 		$246K Sell
3,848
-198
-5% -$12.1K 0.04% 263
2018
Q4 		$241K Sell
4,046
-675
-14% -$40.7K 0.04% 279
2018
Q3 		$279K Buy
4,721
+17
+0.4% +$1.11K 0.04% 248
2018
Q2 		$307K Buy
4,704
+46
+1% +$3.17K 0.05% 226
2018
Q1 		$320K Buy
4,658
+21
+0.5% +$1.47K 0.05% 206
2017
Q4 		$320K Buy
4,637
+21
+0.5% +$1.42K 0.05% 212
2017
Q3 		$306K Sell
4,616
-2,619
-36% -$171K 0.05% 214
2017
Q2 		$426K Buy
7,235
+4,565
+171% +$288K 0.11% 122
2017
Q1 		$161K Sell
2,670
-3,312
-55% -$193K 0.05% 210
2016
Q4 		$331K Sell
5,982
-5,533
-48% -$304K 0.12% 129
2016
Q3 		$646K Sell
11,515
-2,124
-16% -$117K 0.26% 77
2016
Q2 		$715K Sell
13,639
-2,527
-16% -$140K 0.34% 51
2016
Q1 		$902K Sell
16,166
-3,245
-17% -$170K 0.47% 47
2015
Q4 		$1.08M Sell
19,411
-768
-4% -$43.1K 0.51% 46
2015
Q3 		$1.07M Sell
20,179
-33,847
-63% -$1.93M 0.6% 40
2015
Q2 		$3.08M Buy
54,026
+21,127
+64% +$1.29M 1.4% 20
2015
Q1 		$1.83M Sell
32,899
-2,803
-8% -$162K 0.81% 33
2014
Q4 		$1.99M Buy
+35,702
New +$2M 0.84% 31

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
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
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

Chicago Partners Investment Group's DIM Position: Q3 2019 in Review

Chicago Partners Investment Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2019, closing a stake of 3,252 shares — an estimated $200K sold.

Chicago Partners Investment Group first reported a position in DIM in Q4 2014 and held it in 19 quarters. The position peaked at $3.08M in Q2 2015. 60 funds tracked by Wall St. Rank hold DIM as of Q3 2019.

  • Chicago Partners Investment Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 3,252 WisdomTree International MidCap Dividend Fund shares in Q3 2019, an estimated $200K.
  • Chicago Partners Investment Group first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2014 and held it in 19 quarters.
  • Chicago Partners Investment Group's WisdomTree International MidCap Dividend Fund position peaked at $3.08M in Q2 2015.
  • 60 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2019.

Based on Chicago Partners Investment Group's 13F filing for Q3 2019, filed 31 Oct 2019.