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

Whittier 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
2018
Q4 		– Sell
-690
Closed -$45K – 1343
2018
Q3 		$45K Buy
+690
New +$45.2K ﹤0.01% 794

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whittier Trust's DIM Position: Q4 2018 in Review

Whittier Trust sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2018, closing a stake of 690 shares — an estimated $45K sold.

Whittier Trust first reported a position in DIM in Q3 2018 and held it in 1 quarter. The position peaked at $45K in Q3 2018. 58 funds tracked by Wall St. Rank hold DIM as of Q4 2018.

  • Whittier Trust reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 690 WisdomTree International MidCap Dividend Fund shares in Q4 2018, an estimated $45K.
  • Whittier Trust first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2018 and held it in 1 quarter.
  • Whittier Trust's WisdomTree International MidCap Dividend Fund position peaked at $45K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.