Halbert Hargrove Global Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Halbert Hargrove Global 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
2018 Q1	–	Sell	-3,009	Closed	-$208K	–	73
2017 Q4	$208K	Sell	3,009 -1,188	-28%	-$80.3K	0.05%	70
2017 Q3	$278K	Sell	4,197 -849	-17%	-$55.6K	0.08%	49
2017 Q2	$322K	Hold	5,046	–	–	0.09%	47
2017 Q1	$304K	Hold	5,046	–	–	0.08%	56
2016 Q4	$279K	Hold	5,046	–	–	0.08%	57
2016 Q3	$283K	Hold	5,046	–	–	0.08%	51
2016 Q2	$264K	Hold	5,046	–	–	0.08%	57
2016 Q1	$282K	Buy	+5,046	New	+$265K	0.1%	51

Other funds holding DIM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's DIM Position: Q1 2018 in Review

Halbert Hargrove Global Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2018, closing a stake of 3,009 shares — an estimated $208K sold.

Halbert Hargrove Global Advisors first reported a position in DIM in Q1 2016 and held it in 8 quarters. The position peaked at $322K in Q2 2017. 56 funds tracked by Wall St. Rank hold DIM as of Q1 2018.

Halbert Hargrove Global Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 3,009 WisdomTree International MidCap Dividend Fund shares in Q1 2018, an estimated $208K.
Halbert Hargrove Global Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2016 and held it in 8 quarters.
Halbert Hargrove Global Advisors's WisdomTree International MidCap Dividend Fund position peaked at $322K in Q2 2017.
56 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2018.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2018, filed 1 May 2018.