Cascade Financial Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Cascade Financial Partners’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	$302K	Hold	3,650	–	–	0.03%	209
2025 Q4	$294K	Hold	3,650	–	–	0.03%	208
2025 Q3	$282K	Hold	3,650	–	–	0.03%	209
2025 Q2	$275K	Hold	3,650	–	–	0.03%	215
2025 Q1	$242K	Hold	3,650	–	–	0.03%	216
2024 Q4	$222K	Hold	3,650	–	–	0.03%	228
2024 Q3	$233K	Hold	3,650	–	–	0.03%	218
2024 Q2	$221K	Hold	3,650	–	–	0.03%	216
2024 Q1	$223K	Buy	+3,650	New	+$221K	0.03%	212

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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 $132M 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

Cascade Financial Partners's DIM Position: Q1 2026 in Review

Cascade Financial Partners held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q1 2026 at 3,650 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #209.

Cascade Financial Partners first reported a position in DIM in Q1 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Cascade Financial Partners held 3,650 shares of WisdomTree International MidCap Dividend Fund worth $302K as of Q1 2026.
Cascade Financial Partners left its WisdomTree International MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree International MidCap Dividend Fund made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #209 holding.
Cascade Financial Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.