Founders Financial Alliance’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Founders Financial Alliance’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	$7.04K	Hold	85	–	–	﹤0.01%	660
2025 Q4	$6.85K	Hold	85	–	–	﹤0.01%	534
2025 Q3	$6.57K	Buy	85 +13	+18%	+$995	﹤0.01%	632
2025 Q2	$5.42K	Buy	72 +7	+11%	+$496	﹤0.01%	491
2025 Q1	$4.3K	Buy	65 +26	+67%	+$1.67K	﹤0.01%	566
2024 Q4	$2.37K	Hold	39	–	–	﹤0.01%	549
2024 Q3	$2.59K	Hold	39	–	–	﹤0.01%	557
2024 Q2	$2.36K	Hold	39	–	–	﹤0.01%	532
2024 Q1	$2.45K	Sell	39 -20	-34%	-$1.21K	﹤0.01%	533
2023 Q4	$3.58K	Buy	59 +30	+103%	+$1.71K	﹤0.01%	472
2023 Q3	$1.63K	Hold	29	–	–	﹤0.01%	461
2023 Q2	$1.67K	Hold	29	–	–	﹤0.01%	495
2023 Q1	$1.7K	Sell	29 -14	-33%	-$818	﹤0.01%	442
2022 Q4	$2.38K	Hold	43	–	–	﹤0.01%	465
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	457
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	480
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	420
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	461
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	434
2021 Q2	$2K	Sell	43 -3	-7%	-$208	﹤0.01%	462
2021 Q1	$3K	Sell	46 -54	-54%	-$3.57K	﹤0.01%	438
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	381
2020 Q3	$6K	Buy	+100	New	+$5.63K	﹤0.01%	909

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

Founders Financial Alliance's DIM Position: Q1 2026 in Review

Founders Financial Alliance held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q1 2026 at 85 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Founders Financial Alliance first reported a position in DIM in Q3 2020 and has held it in 23 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Founders Financial Alliance held 85 shares of WisdomTree International MidCap Dividend Fund worth $7.04K as of Q1 2026.
Founders Financial Alliance left its WisdomTree International MidCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #660 holding.
Founders Financial Alliance first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2020 and has held it in 23 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.