Cahill Financial Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Cahill Financial Advisors’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 Q1	$367K	Buy	4,435 +431	+11%	+$36.4K	0.04%	215
2025 Q4	$323K	Buy	4,004 +9	+0.2%	+$704	0.04%	230
2025 Q3	$309K	Sell	3,995 -40	-1%	-$3.06K	0.04%	236
2025 Q2	$304K	Buy	4,035 +357	+10%	+$25.3K	0.04%	227
2025 Q1	$243K	Buy	+3,678	New	+$237K	0.03%	234
2024 Q4	–	Sell	-3,080	Closed	-$204K	–	266
2024 Q3	$204K	Buy	+3,080	New	+$196K	0.03%	250
2023 Q3	–	Sell	-4,025	Closed	-$232K	–	242
2023 Q2	$232K	Buy	4,025 +27	+0.7%	+$1.59K	0.04%	221
2023 Q1	$234K	Buy	3,998 +8	+0.2%	+$467	0.04%	214
2022 Q4	$221K	Buy	+3,990	New	+$210K	0.04%	214
2021 Q4	–	Sell	-1,135	Closed	-$76K	–	362
2021 Q3	$76K	Buy	+1,135	New	+$78.4K	0.02%	294

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

FTUS

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

SMC

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

GIA

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

PJC

Phillip James Consulting Plymouth, Minnesota $150M AUM

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cahill Financial Advisors's DIM Position: Q1 2026 in Review

Cahill Financial Advisors increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 11% in Q1 2026, buying an estimated $36.4K and bringing the position to 4,435 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #215.

Cahill Financial Advisors first reported a position in DIM in Q3 2021 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Cahill Financial Advisors held 4,435 shares of WisdomTree International MidCap Dividend Fund worth $367K as of Q1 2026.
Cahill Financial Advisors bought 431 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $36.4K.
WisdomTree International MidCap Dividend Fund made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #215 holding.
Cahill Financial Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2021 and has held it in 10 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.