Commonwealth Equity Services
DIM icon

Commonwealth Equity Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Commonwealth Equity Services’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 		$258K Sell
3,116
-1,000
-24% -$84.5K ﹤0.01% 3760
2025
Q4 		$332K Sell
4,116
-558
-12% -$43.7K ﹤0.01% 3569
2025
Q3 		$361K Sell
4,674
-96
-2% -$7.35K ﹤0.01% 3475
2025
Q2 		$359K Sell
4,770
-364
-7% -$25.8K ﹤0.01% 3435
2025
Q1 		$340K Sell
5,134
-2,022
-28% -$130K ﹤0.01% 3387
2024
Q4 		$435K Sell
7,156
-3,296
-32% -$208K ﹤0.01% 3076
2024
Q3 		$693K Sell
10,452
-249
-2% -$15.8K ﹤0.01% 2632
2024
Q2 		$648K Buy
10,701
+155
+1% +$9.65K ﹤0.01% 2621
2024
Q1 		$663K Sell
10,546
-999
-9% -$60.5K ﹤0.01% 2577
2023
Q4 		$702K Sell
11,545
-1,469
-11% -$83.7K ﹤0.01% 2431
2023
Q3 		$731K Buy
13,014
+139
+1% +$8.09K ﹤0.01% 2291
2023
Q2 		$742K Sell
12,875
-177
-1% -$10.5K ﹤0.01% 2320
2023
Q1 		$763 Sell
13,052
-1,038
-7% -$60.6K ﹤0.01% 2227
2022
Q4 		$781K Sell
14,090
-1,404
-9% -$73.9K ﹤0.01% 2124
2022
Q3 		$733K Sell
15,494
-282
-2% -$15.3K ﹤0.01% 2121
2022
Q2 		$872K Sell
15,776
-318
-2% -$19.2K ﹤0.01% 2005
2022
Q1 		$1.03M Sell
16,094
-1,099
-6% -$71.6K ﹤0.01% 1967
2021
Q4 		$1.16M Buy
17,193
+4
+0% +$269 ﹤0.01% 1883
2021
Q3 		$1.15M Sell
17,189
-162
-0.9% -$11.2K ﹤0.01% 1820
2021
Q2 		$1.18M Buy
17,351
+1,024
+6% +$71K ﹤0.01% 1798
2021
Q1 		$1.09M Sell
16,327
-574
-3% -$37.9K ﹤0.01% 1725
2020
Q4 		$1.07M Sell
16,901
-785
-4% -$46.9K ﹤0.01% 1607
2020
Q3 		$989K Sell
17,686
-646
-4% -$36.4K ﹤0.01% 1495
2020
Q2 		$981K Sell
18,332
-2,261
-11% -$115K ﹤0.01% 1433
2020
Q1 		$965K Sell
20,593
-2,273
-10% -$133K ﹤0.01% 1285
2019
Q4 		$1.5M Buy
22,866
+71
+0.3% +$4.5K 0.01% 1191
2019
Q3 		$1.37M Sell
22,795
-1,388
-6% -$83.5K 0.01% 1174
2019
Q2 		$1.5M Buy
24,183
+1,406
+6% +$87.3K 0.01% 1113
2019
Q1 		$1.41M Buy
22,777
+1,082
+5% +$66.2K 0.01% 1095
2018
Q4 		$1.23M Sell
21,695
-1,179
-5% -$71K 0.01% 1084
2018
Q3 		$1.5M Buy
22,874
+216
+1% +$14.2K 0.01% 1074
2018
Q2 		$1.48M Buy
22,658
+310
+1% +$21.4K 0.01% 1070
2018
Q1 		$1.54M Buy
22,348
+1,372
+7% +$96.2K 0.01% 1021
2017
Q4 		$1.45M Buy
20,976
+1,661
+9% +$112K 0.01% 1024
2017
Q3 		$1.28M Buy
19,315
+952
+5% +$62.3K 0.01% 1054
2017
Q2 		$1.17M Buy
18,363
+353
+2% +$22.2K 0.01% 1065
2017
Q1 		$1.08M Buy
18,010
+1,100
+7% +$64.1K 0.01% 1079
2016
Q4 		$936K Buy
16,910
+305
+2% +$16.8K 0.01% 1070
2016
Q3 		$931K Sell
16,605
-2,617
-14% -$144K 0.01% 1046
2016
Q2 		$1.01M Sell
19,222
-1,071
-5% -$59.3K 0.01% 975
2016
Q1 		$1.13M Buy
20,293
+1,000
+5% +$52.5K 0.01% 893
2015
Q4 		$1.07M Buy
19,293
+700
+4% +$39.3K 0.01% 892
2015
Q3 		$987K Buy
18,593
+276
+2% +$15.7K 0.01% 898
2015
Q2 		$1.08M Buy
18,317
+650
+4% +$39.8K 0.01% 909
2015
Q1 		$1.04M Buy
17,667
+910
+5% +$52.7K 0.01% 928
2014
Q4 		$932K Buy
16,757
+1,341
+9% +$75K 0.01% 933
2014
Q3 		$872K Buy
15,416
+1,075
+7% +$64.6K 0.01% 933
2014
Q2 		$885K Buy
14,341
+1,125
+9% +$68.9K 0.01% 933
2014
Q1 		$796K Buy
13,216
+815
+7% +$48.1K 0.01% 937
2013
Q4 		$733K Buy
12,401
+1,101
+10% +$63.1K 0.01% 947
2013
Q3 		$634K Buy
11,300
+2,250
+25% +$121K 0.01% 967
2013
Q2 		$455K Buy
+9,050
New +$481K 0.01% 1062

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Morgan Stanley
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 $2.43B AUM 21.99% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $132M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services's DIM Position: Q1 2026 in Review

Commonwealth Equity Services reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 24% in Q1 2026, selling an estimated $84.5K and leaving 3,116 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Commonwealth Equity Services first reported a position in DIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.54M in Q1 2018. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • Commonwealth Equity Services held 3,116 shares of WisdomTree International MidCap Dividend Fund worth $258K as of Q1 2026.
  • Commonwealth Equity Services sold 1,000 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $84.5K.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3760 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's WisdomTree International MidCap Dividend Fund position peaked at $1.54M in Q1 2018.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.