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Howe & Rusling’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Howe & Rusling’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
2020
Q4 		– Sell
-1,243
Closed -$70K – 948
2020
Q3 		$70K Sell
1,243
-1,054
-46% -$59.3K 0.01% 234
2020
Q2 		$123K Buy
2,297
+34
+2% +$1.73K 0.02% 178
2020
Q1 		$106K Buy
2,263
+264
+13% +$15.5K 0.02% 188
2019
Q4 		$131K Hold
1,999
– – 0.02% 213
2019
Q3 		$121K Sell
1,999
-39
-2% -$2.35K 0.02% 222
2019
Q2 		$126K Sell
2,038
-154
-7% -$9.56K 0.02% 227
2019
Q1 		$136K Sell
2,192
-48
-2% -$2.94K 0.02% 217
2018
Q4 		$127K Buy
2,240
+1,670
+293% +$101K 0.03% 188
2018
Q3 		$37K Buy
+570
New +$37.3K 0.01% 309
2018
Q2 		– Sell
-200
Closed -$14K – 849
2018
Q1 		$14K Buy
+200
New +$14K ﹤0.01% 437
2016
Q3 		– Sell
-200
Closed -$10K – 1052
2016
Q2 		$10K Hold
200
– – ﹤0.01% 484
2016
Q1 		$11K Hold
200
– – ﹤0.01% 502
2015
Q4 		$11K Buy
+200
New +$11.2K ﹤0.01% 477

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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howe & Rusling's DIM Position: Q4 2020 in Review

Howe & Rusling sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2020, closing a stake of 1,243 shares — an estimated $70K sold.

Howe & Rusling first reported a position in DIM in Q4 2015 and held it in 13 quarters. The position peaked at $136K in Q1 2019. 57 funds tracked by Wall St. Rank hold DIM as of Q4 2020.

  • Howe & Rusling reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 1,243 WisdomTree International MidCap Dividend Fund shares in Q4 2020, an estimated $70K.
  • Howe & Rusling first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2015 and held it in 13 quarters.
  • Howe & Rusling's WisdomTree International MidCap Dividend Fund position peaked at $136K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.