Destination Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Destination Wealth Management’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	$235K	Buy	+2,756	New	+$239K	0.01%	302
2015 Q3	–	Sell	-24,314	Closed	-$1.44M	–	140
2015 Q2	$1.44M	Buy	+24,314	New	+$1.49M	0.1%	119

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

Destination Wealth Management's DIM Position: Q2 2026 in Review

Destination Wealth Management opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q2 2026: 2,756 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in DIM as recently as Q2 2015.

Destination Wealth Management first reported a position in DIM in Q2 2015 and has held it in 2 quarters since. The position peaked at $1.44M in Q2 2015. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

Destination Wealth Management held 2,756 shares of WisdomTree International MidCap Dividend Fund worth $235K as of Q2 2026.
WisdomTree International MidCap Dividend Fund was a new Destination Wealth Management position in Q2 2026.
WisdomTree International MidCap Dividend Fund made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #302 holding.
Destination Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2015 and has held it in 2 quarters since.
Destination Wealth Management's WisdomTree International MidCap Dividend Fund position peaked at $1.44M in Q2 2015.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.