Avidian Wealth Enterprises’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Avidian Wealth Enterprises’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
2026 Q3	$258K	Buy	+2,999	New	+$264K	0.01%	649

Other funds holding DIM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Avidian Wealth Enterprises's DIM Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q3 2026: 2,999 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings.

9 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

Avidian Wealth Enterprises held 2,999 shares of WisdomTree International MidCap Dividend Fund worth $258K as of Q3 2026.
WisdomTree International MidCap Dividend Fund was a new Avidian Wealth Enterprises position in Q3 2026.
WisdomTree International MidCap Dividend Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #649 holding.
9 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.