Landsberg Bennett & Dubbaneh’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q1	–	Sell	-41,154	Closed	-$2.69M	–	163
2019 Q4	$2.69M	Sell	41,154 -4,077	-9%	-$259K	0.63%	52
2019 Q3	$2.72M	Sell	45,231 -32,919	-42%	-$1.98M	0.73%	49
2019 Q2	$4.87M	Sell	78,150 -14,047	-15%	-$872K	1.28%	15
2019 Q1	$5.86M	Buy	92,197 +37,753	+69%	+$2.31M	1.38%	10
2018 Q4	$3.09M	Buy	+54,444	New	+$3.28M	1.19%	16

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SMC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Landsberg Bennett & Dubbaneh's DIM Position: Q1 2020 in Review

Landsberg Bennett & Dubbaneh sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2020, closing a stake of 41,154 shares — an estimated $2.69M sold.

Landsberg Bennett & Dubbaneh first reported a position in DIM in Q4 2018 and held it in 5 quarters. The position peaked at $5.86M in Q1 2019. 55 funds tracked by Wall St. Rank hold DIM as of Q1 2020.

Landsberg Bennett & Dubbaneh reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 41,154 WisdomTree International MidCap Dividend Fund shares in Q1 2020, an estimated $2.69M.
Landsberg Bennett & Dubbaneh first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Landsberg Bennett & Dubbaneh's WisdomTree International MidCap Dividend Fund position peaked at $5.86M in Q1 2019.
55 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2020.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q1 2020, filed 21 Apr 2020.