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Jordan Park Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Jordan Park 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
2020
Q2 		– Sell
-11,282
Closed -$529K – 31
2020
Q1 		$529K Hold
11,282
– – 0.04% 32
2019
Q4 		$741K Buy
+11,282
New +$716K 0.05% 27

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jordan Park Group's DIM Position: Q2 2020 in Review

Jordan Park Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2020, closing a stake of 11,282 shares — an estimated $529K sold.

Jordan Park Group first reported a position in DIM in Q4 2019 and held it in 2 quarters. The position peaked at $741K in Q4 2019. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2020.

  • Jordan Park Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Jordan Park Group sold 11,282 WisdomTree International MidCap Dividend Fund shares in Q2 2020, an estimated $529K.
  • Jordan Park Group first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Jordan Park Group's WisdomTree International MidCap Dividend Fund position peaked at $741K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2020.

Based on Jordan Park Group's 13F filing for Q2 2020, filed 31 Jul 2020.