Optas LLC
DIM icon

Optas LLC’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Optas LLC’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
-16,860
Closed -$790K – 132
2020
Q1 		$790K Hold
16,860
– – 0.39% 34
2019
Q4 		$1.11M Buy
+16,860
New +$1.07M 0.43% 34

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GHP Investment Advisors
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Optas LLC's DIM Position: Q2 2020 in Review

Optas LLC sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2020, closing a stake of 16,860 shares — an estimated $790K sold.

Optas LLC first reported a position in DIM in Q4 2019 and held it in 2 quarters. The position peaked at $1.11M in Q4 2019. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2020.

  • Optas LLC reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Optas LLC sold 16,860 WisdomTree International MidCap Dividend Fund shares in Q2 2020, an estimated $790K.
  • Optas LLC first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and held it in 2 quarters.
  • Optas LLC's WisdomTree International MidCap Dividend Fund position peaked at $1.11M in Q4 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2020.

Based on Optas LLC's 13F filing for Q2 2020, filed 31 Jul 2020.