Whitener Capital Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Whitener Capital Management’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
2018 Q2	–	Sell	-724	Closed	-$49K	–	187
2018 Q1	$49K	Hold	724	–	–	0.04%	196
2017 Q4	$49K	Buy	+724	New	+$48.9K	0.04%	186

Other funds holding DIM

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

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

OCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitener Capital Management's DIM Position: Q2 2018 in Review

Whitener Capital Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2018, closing a stake of 724 shares — an estimated $49K sold.

Whitener Capital Management first reported a position in DIM in Q4 2017 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 60 funds tracked by Wall St. Rank hold DIM as of Q2 2018.

Whitener Capital Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Whitener Capital Management sold 724 WisdomTree International MidCap Dividend Fund shares in Q2 2018, an estimated $49K.
Whitener Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2017 and held it in 2 quarters.
Whitener Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $49K in Q1 2018.
60 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.