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

Inspire 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 Q1	–	Sell	-18,934	Closed	-$1.53M	–	688
2025 Q4	$1.53M	Buy	18,934 +694	+4%	+$54.3K	0.14%	113
2025 Q3	$1.41M	Buy	18,240 +2,236	+14%	+$171K	0.13%	114
2025 Q2	$1.21M	Buy	+16,004	New	+$1.13M	0.13%	124

Other funds holding DIM

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

Phillip James Consulting Plymouth, Minnesota $132M AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return