Institute for Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Institute for Wealth 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 Q2	$30.2K	Buy	+354	New	+$30.7K	﹤0.01%	1014
2020 Q1	–	Sell	-205	Closed	-$13K	–	436
2019 Q4	$13K	Buy	+205	New	+$13K	﹤0.01%	586

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Institute for Wealth Management's DIM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q2 2026: 354 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DIM as recently as Q4 2019.

Institute for Wealth Management first reported a position in DIM in Q4 2019 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

Institute for Wealth Management held 354 shares of WisdomTree International MidCap Dividend Fund worth $30.2K as of Q2 2026.
WisdomTree International MidCap Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1014 holding.
Institute for Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2019 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.