Corient Capital Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Corient Capital Partners’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
2017 Q3	–	Sell	-4,306	Closed	-$275K	–	279
2017 Q2	$275K	Hold	4,306	–	–	0.04%	265
2017 Q1	$259K	Hold	4,306	–	–	0.04%	269
2016 Q4	$238K	Buy	+4,306	New	+$237K	0.04%	280

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SMC

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

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

Corient Capital Partners's DIM Position: Q3 2017 in Review

Corient Capital Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2017, closing a stake of 4,306 shares — an estimated $275K sold.

Corient Capital Partners first reported a position in DIM in Q4 2016 and held it in 3 quarters. The position peaked at $275K in Q2 2017. 46 funds tracked by Wall St. Rank hold DIM as of Q3 2017.

Corient Capital Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2017 after selling out during the quarter.
Corient Capital Partners sold 4,306 WisdomTree International MidCap Dividend Fund shares in Q3 2017, an estimated $275K.
Corient Capital Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2016 and held it in 3 quarters.
Corient Capital Partners's WisdomTree International MidCap Dividend Fund position peaked at $275K in Q2 2017.
46 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2017.

Based on Corient Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.