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

IFP 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 Q3	–	Sell	-1,137	Closed	-$96.9K	–	5272
2026 Q2	$96.9K	Hold	1,137	–	–	﹤0.01%	2001
2026 Q1	$94.2K	Buy	1,137 +2	+0.2%	+$169	﹤0.01%	1881
2025 Q4	$91.4K	Buy	1,135 +6	+0.5%	+$469	﹤0.01%	1859
2025 Q3	$87.3K	Buy	1,129 +6	+0.5%	+$459	﹤0.01%	1768
2025 Q2	$84.6K	Buy	+1,123	New	+$79.6K	﹤0.01%	1737
2023 Q1	–	Sell	-900	Closed	-$62K	–	3620
2022 Q4	$62K	Sell	900 -100	-10%	-$5.26K	﹤0.01%	2084
2022 Q3	$69K	Hold	1,000	–	–	﹤0.01%	2128
2022 Q2	$69K	Hold	1,000	–	–	﹤0.01%	1932
2022 Q1	$69K	Buy	+1,000	New	+$65.2K	﹤0.01%	1932
2018 Q4	–	Sell	-3	Closed	–	–	3594
2018 Q3	$0	Hold	3	–	–	﹤0.01%	3863
2018 Q2	$0	Hold	3	–	–	﹤0.01%	3909
2018 Q1	$0	Hold	3	–	–	﹤0.01%	3762
2017 Q4	$0	Hold	3	–	–	﹤0.01%	3864
2017 Q3	$0	Hold	3	–	–	﹤0.01%	4094
2017 Q2	$0	Hold	3	–	–	﹤0.01%	4099
2017 Q1	$0	Hold	3	–	–	﹤0.01%	4021
2016 Q4	$0	Sell	3 -800	-100%	-$44K	﹤0.01%	4004
2016 Q3	$45K	Hold	803	–	–	﹤0.01%	1877
2016 Q2	$42K	Buy	+803	New	+$44.5K	﹤0.01%	1878
2016 Q1	–	Sell	-1,048	Closed	-$58K	–	2597
2015 Q4	$58K	Buy	+1,048	New	+$58.8K	﹤0.01%	1510

Other funds holding DIM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFP Advisors's DIM Position: Q3 2026 in Review

IFP Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2026, closing a stake of 1,137 shares — an estimated $96.9K sold.

IFP Advisors first reported a position in DIM in Q4 2015 and held it in 20 quarters. The position peaked at $96.9K in Q2 2026. 7 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

IFP Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 1,137 WisdomTree International MidCap Dividend Fund shares in Q3 2026, an estimated $96.9K.
IFP Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2015 and held it in 20 quarters.
IFP Advisors's WisdomTree International MidCap Dividend Fund position peaked at $96.9K in Q2 2026.
7 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.