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 Q2	$311K	Hold	3,650	–	–	0.03%	223
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 $6.37B AUM 23.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

GIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cascade Financial Partners's DIM Position: Q2 2026 in Review

Cascade Financial Partners held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q2 2026 at 3,650 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #223.

Cascade Financial Partners first reported a position in DIM in Q1 2024 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

Cascade Financial Partners held 3,650 shares of WisdomTree International MidCap Dividend Fund worth $311K as of Q2 2026.
Cascade Financial Partners left its WisdomTree International MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International MidCap Dividend Fund made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #223 holding.
Cascade Financial Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.