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Platform Technology Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Platform Technology Partners’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 		$239K Hold
3,765
– – 0.12% 181
2020
Q3 		$211K Hold
3,765
– – 0.13% 165
2020
Q2 		$202K Buy
+3,765
New +$192K 0.14% 162

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

Platform Technology Partners's DIM Position: Q4 2020 in Review

Platform Technology Partners held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q4 2020 at 3,765 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #181.

Platform Technology Partners first reported a position in DIM in Q2 2020 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold DIM as of Q4 2020.

  • Platform Technology Partners held 3,765 shares of WisdomTree International MidCap Dividend Fund worth $239K as of Q4 2020.
  • Platform Technology Partners left its WisdomTree International MidCap Dividend Fund share count unchanged in Q4 2020.
  • WisdomTree International MidCap Dividend Fund made up 0.12% of Platform Technology Partners's portfolio in Q4 2020, its #181 holding.
  • Platform Technology Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2020 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2020.

Based on Platform Technology Partners's 13F filing for Q4 2020, filed 9 Feb 2021.