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GHP Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

GHP Investment Advisors’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 		$2.64M Sell
30,975
-515
-2% -$44.6K 0.1% 214
2026
Q1 		$2.61M Sell
31,490
-428
-1% -$36.2K 0.11% 209
2025
Q4 		$2.57M Sell
31,918
-94
-0.3% -$7.36K 0.11% 204
2025
Q3 		$2.47M Sell
32,012
-815
-2% -$62.4K 0.1% 204
2025
Q2 		$2.47M Sell
32,827
-203
-0.6% -$14.4K 0.11% 203
2025
Q1 		$2.19M Sell
33,030
-571
-2% -$36.8K 0.11% 211
2024
Q4 		$2.04M Sell
33,601
-962
-3% -$60.7K 0.1% 225
2024
Q3 		$2.29M Sell
34,563
-6,530
-16% -$415K 0.11% 216
2024
Q2 		$2.49M Sell
41,093
-8,914
-18% -$555K 0.12% 204
2024
Q1 		$3.15M Sell
50,007
-5,213
-9% -$316K 0.16% 191
2023
Q4 		$3.36M Sell
55,220
-2,509
-4% -$143K 0.18% 172
2023
Q3 		$3.18M Sell
57,729
-5,446
-9% -$317K 0.19% 166
2023
Q2 		$3.7M Sell
63,175
-40,345
-39% -$2.38M 0.22% 157
2023
Q1 		$6.05M Sell
103,520
-21,093
-17% -$1.23M 0.38% 92
2022
Q4 		$6.91M Sell
124,613
-38,172
-23% -$2.01M 0.47% 75
2022
Q3 		$7.71M Sell
162,785
-29,157
-15% -$1.58M 0.59% 45
2022
Q2 		$10.6M Sell
191,942
-9,534
-5% -$577K 0.79% 23
2022
Q1 		$12.9M Buy
201,476
+4,411
+2% +$288K 0.85% 22
2021
Q4 		$13.2M Buy
197,065
+4,406
+2% +$296K 0.94% 20
2021
Q3 		$12.9M Buy
192,659
+4,142
+2% +$286K 1.02% 19
2021
Q2 		$12.8M Buy
188,517
+8,352
+5% +$579K 1.03% 19
2021
Q1 		$12.1M Buy
180,165
+1,932
+1% +$128K 1.05% 19
2020
Q4 		$11.3M Sell
178,233
-1,030
-0.6% -$61.5K 1.08% 18
2020
Q3 		$10M Sell
179,263
-24,608
-12% -$1.39M 1.13% 17
2020
Q2 		$10.9M Sell
203,871
-19,570
-9% -$996K 1.36% 10
2020
Q1 		$10.5M Sell
223,441
-9,342
-4% -$547K 1.57% 8
2019
Q4 		$15.3M Buy
232,783
+12,796
+6% +$812K 1.64% 7
2019
Q3 		$13.3M Buy
219,987
+5,741
+3% +$345K 1.65% 5
2019
Q2 		$13.3M Buy
214,246
+4,270
+2% +$265K 1.62% 6
2019
Q1 		$13M Buy
209,976
+10,871
+5% +$665K 1.68% 6
2018
Q4 		$11.3M Sell
199,105
-34,944
-15% -$2.11M 1.7% 6
2018
Q3 		$15.3M Buy
234,049
+2,943
+1% +$193K 2.05% 6
2018
Q2 		$15.1M Buy
231,106
+5,582
+2% +$385K 2.12% 5
2018
Q1 		$15.5M Buy
225,524
+5,597
+3% +$392K 2.2% 4
2017
Q4 		$15.2M Buy
219,927
+3,884
+2% +$262K 2.16% 4
2017
Q3 		$14.3M Buy
216,043
+5,347
+3% +$350K 2.17% 5
2017
Q2 		$13.4M Buy
210,696
+44,853
+27% +$2.83M 2.13% 5
2017
Q1 		$9.98M Buy
165,843
+31,915
+24% +$1.86M 1.71% 9
2016
Q4 		$7.42M Buy
133,928
+7,924
+6% +$436K 1.38% 10
2016
Q3 		$7.07M Buy
126,004
+5,681
+5% +$313K 1.44% 11
2016
Q2 		$6.31M Buy
120,323
+7,955
+7% +$441K 1.36% 11
2016
Q1 		$6.27M Buy
112,368
+4,986
+5% +$262K 1.42% 10
2015
Q4 		$5.96M Buy
107,382
+11,618
+12% +$652K 1.44% 10
2015
Q3 		$5.09M Buy
95,764
+5,894
+7% +$336K 1.31% 13
2015
Q2 		$5.28M Buy
89,870
+3,983
+5% +$244K 1.3% 13
2015
Q1 		$5.06M Buy
85,887
+2,187
+3% +$127K 1.32% 14
2014
Q4 		$4.66M Buy
83,700
+2,163
+3% +$121K 1.28% 14
2014
Q3 		$4.61M Buy
81,537
+4,094
+5% +$246K 1.36% 14
2014
Q2 		$4.78M Buy
77,443
+6,158
+9% +$377K 1.41% 13
2014
Q1 		$4.29M Buy
71,285
+5,792
+9% +$342K 1.37% 13
2013
Q4 		$3.87M Buy
65,493
+11,194
+21% +$642K 1.28% 14
2013
Q3 		$3.05M Buy
54,299
+4,250
+8% +$229K 1.11% 16
2013
Q2 		$2.52M Buy
+50,049
New +$2.66M 1% 17

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

GHP Investment Advisors's DIM Position: Q2 2026 in Review

GHP Investment Advisors reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.6% in Q2 2026, selling an estimated $44.6K and leaving 30,975 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #214.

GHP Investment Advisors first reported a position in DIM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.5M in Q1 2018. 9 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • GHP Investment Advisors held 30,975 shares of WisdomTree International MidCap Dividend Fund worth $2.64M as of Q2 2026.
  • GHP Investment Advisors sold 515 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $44.6K.
  • WisdomTree International MidCap Dividend Fund made up 0.1% of GHP Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • GHP Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $15.5M in Q1 2018.
  • 9 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.