Washington Trust’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Washington Trust’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
2023 Q2	–	Sell	-2,411	Closed	-$141K	–	922
2023 Q1	$141K	Hold	2,411	–	–	0.01%	289
2022 Q4	$134K	Hold	2,411	–	–	0.01%	287
2022 Q3	$114K	Hold	2,411	–	–	0.01%	291
2022 Q2	$133K	Hold	2,411	–	–	0.01%	285
2022 Q1	$155K	Hold	2,411	–	–	0.01%	287
2021 Q4	$162K	Sell	2,411 -119	-5%	-$7.99K	0.01%	284
2021 Q3	$169K	Hold	2,530	–	–	﹤0.01%	338
2021 Q2	$172K	Hold	2,530	–	–	﹤0.01%	330
2021 Q1	$170K	Hold	2,530	–	–	0.01%	319
2020 Q4	$161K	Hold	2,530	–	–	0.01%	312
2020 Q3	$142K	Hold	2,530	–	–	0.01%	297
2020 Q2	$135K	Hold	2,530	–	–	0.01%	270
2020 Q1	$119K	Buy	+2,530	New	+$148K	0.01%	291

Other funds holding DIM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SMC

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Washington Trust's DIM Position: Q2 2023 in Review

Washington Trust sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2023, closing a stake of 2,411 shares — an estimated $141K sold.

Washington Trust first reported a position in DIM in Q1 2020 and held it in 13 quarters. The position peaked at $172K in Q2 2021. 39 funds tracked by Wall St. Rank hold DIM as of Q2 2023.

Washington Trust reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 2,411 WisdomTree International MidCap Dividend Fund shares in Q2 2023, an estimated $141K.
Washington Trust first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2020 and held it in 13 quarters.
Washington Trust's WisdomTree International MidCap Dividend Fund position peaked at $172K in Q2 2021.
39 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.