Envestnet Asset Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Envestnet Asset 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 Q1	$752K	Sell	9,077 -559	-6%	-$47.2K	﹤0.01%	3644
2025 Q4	$776K	Sell	9,636 -614	-6%	-$48K	﹤0.01%	3416
2025 Q3	$792K	Buy	10,250 +34	+0.3%	+$2.6K	﹤0.01%	3462
2025 Q2	$769K	Buy	10,216 +2,446	+31%	+$173K	﹤0.01%	3420
2025 Q1	$514K	Sell	7,770 -10,271	-57%	-$661K	﹤0.01%	3605
2024 Q4	$1.1M	Buy	18,041 +14,999	+493%	+$947K	﹤0.01%	3117
2024 Q3	$202K	Buy	+3,042	New	+$193K	﹤0.01%	4017
2024 Q1	–	Sell	-8,175	Closed	-$497K	–	4206
2023 Q4	$497K	Buy	8,175 +4,586	+128%	+$261K	﹤0.01%	3329
2023 Q3	$202K	Buy	+3,589	New	+$209K	﹤0.01%	3743
2023 Q1	–	Sell	-6,634	Closed	-$368K	–	4004
2022 Q4	$368K	Buy	+6,634	New	+$349K	﹤0.01%	3291
2022 Q1	–	Sell	-4,123	Closed	-$277K	–	3961
2021 Q4	$277K	Buy	4,123 +718	+21%	+$48.2K	﹤0.01%	3468
2021 Q3	$228K	Sell	3,405 -261	-7%	-$18K	﹤0.01%	3436
2021 Q2	$249K	Sell	3,666 -1,568	-30%	-$109K	﹤0.01%	3396
2021 Q1	$351K	Buy	5,234 +916	+21%	+$60.5K	﹤0.01%	3051
2020 Q4	$275K	Sell	4,318 -44	-1%	-$2.63K	﹤0.01%	2968
2020 Q3	$244K	Sell	4,362 -165	-4%	-$9.29K	﹤0.01%	2820
2020 Q2	$242K	Sell	4,527 -3,004	-40%	-$153K	﹤0.01%	2793
2020 Q1	$353K	Buy	7,531 +2,547	+51%	+$149K	﹤0.01%	2473
2019 Q4	$328K	Buy	+4,984	New	+$316K	﹤0.01%	2693
2016 Q3	–	Sell	-1,023	Closed	-$54K	–	2933
2016 Q2	$54K	Sell	1,023 -822	-45%	-$45.5K	﹤0.01%	2694
2016 Q1	$103K	Buy	+1,845	New	+$96.9K	﹤0.01%	2383
2015 Q1	–	Sell	-344	Closed	-$19K	–	2116
2014 Q4	$19K	Buy	344 +18	+6%	+$1.01K	﹤0.01%	1765
2014 Q3	$18K	Sell	326 -347	-52%	-$20.9K	﹤0.01%	1915
2014 Q2	$42K	Hold	673	–	–	﹤0.01%	1502
2014 Q1	$41K	Buy	+673	New	+$39.7K	﹤0.01%	1422

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

Envestnet Asset Management's DIM Position: Q1 2026 in Review

Envestnet Asset Management reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 5.8% in Q1 2026, selling an estimated $47.2K and leaving 9,077 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

Envestnet Asset Management first reported a position in DIM in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.1M in Q4 2024. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Envestnet Asset Management held 9,077 shares of WisdomTree International MidCap Dividend Fund worth $752K as of Q1 2026.
Envestnet Asset Management sold 559 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $47.2K.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3644 holding.
Envestnet Asset Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2014 and has held it in 25 quarters since.
Envestnet Asset Management's WisdomTree International MidCap Dividend Fund position peaked at $1.1M in Q4 2024.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.