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

LPL Financial’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	$470K	Buy	5,674 +243	+4%	+$20.5K	﹤0.01%	4804
2025 Q4	$438K	Buy	5,431 +804	+17%	+$62.9K	﹤0.01%	4838
2025 Q3	$358K	Buy	4,627 +677	+17%	+$51.8K	﹤0.01%	4902
2025 Q2	$297K	Sell	3,950 -635	-14%	-$45K	﹤0.01%	4783
2025 Q1	$304K	Sell	4,585 -52	-1%	-$3.35K	﹤0.01%	4562
2024 Q4	$282K	Sell	4,637 -48	-1%	-$3.03K	﹤0.01%	4582
2024 Q3	$311K	Sell	4,685 -822	-15%	-$52.2K	﹤0.01%	4401
2024 Q2	$334K	Sell	5,507 -5,898	-52%	-$367K	﹤0.01%	4184
2024 Q1	$717K	Buy	11,405 +1,195	+12%	+$72.4K	﹤0.01%	3463
2023 Q4	$620K	Buy	10,210 +1,117	+12%	+$63.6K	﹤0.01%	3490
2023 Q3	$511K	Sell	9,093 -1,604	-15%	-$93.3K	﹤0.01%	3470
2023 Q2	$616K	Sell	10,697 -3,819	-26%	-$226K	﹤0.01%	3253
2023 Q1	$849K	Buy	14,516 +1,416	+11%	+$82.7K	﹤0.01%	2874
2022 Q4	$727K	Buy	13,100 +1,187	+10%	+$62.5K	﹤0.01%	2913
2022 Q3	$564K	Sell	11,913 -67	-0.6%	-$3.64K	﹤0.01%	3044
2022 Q2	$663K	Buy	11,980 +1,918	+19%	+$116K	﹤0.01%	2940
2022 Q1	$646K	Buy	10,062 +6	+0.1%	+$391	﹤0.01%	2993
2021 Q4	$676K	Buy	10,056 +429	+4%	+$28.8K	﹤0.01%	3016
2021 Q3	$644K	Buy	+9,627	New	+$665K	﹤0.01%	2995
2021 Q2	–	Sell	-3,361	Closed	-$226K	–	4238
2021 Q1	$226K	Buy	+3,361	New	+$222K	﹤0.01%	3675
2020 Q1	–	Sell	-4,460	Closed	-$293K	–	3261
2019 Q4	$293K	Buy	+4,460	New	+$283K	﹤0.01%	2786
2018 Q4	–	Sell	-8,740	Closed	-$573K	–	3116
2018 Q3	$573K	Sell	8,740 -521	-6%	-$34.1K	﹤0.01%	2121
2018 Q2	$604K	Sell	9,261 -189	-2%	-$13K	﹤0.01%	2028
2018 Q1	$650K	Buy	9,450 +490	+5%	+$34.3K	﹤0.01%	1926
2017 Q4	$618K	Sell	8,960 -459	-5%	-$31K	﹤0.01%	1872
2017 Q3	$625K	Buy	9,419 +666	+8%	+$43.6K	﹤0.01%	1776
2017 Q2	$558K	Buy	8,753 +1,121	+15%	+$70.6K	﹤0.01%	1801
2017 Q1	$459K	Buy	7,632 +154	+2%	+$8.98K	﹤0.01%	1880
2016 Q4	$416K	Buy	7,478 +121	+2%	+$6.65K	﹤0.01%	1897
2016 Q3	$411K	Buy	7,357 +332	+5%	+$18.3K	﹤0.01%	1887
2016 Q2	$358K	Sell	7,025 -11,703	-62%	-$648K	﹤0.01%	1936
2016 Q1	$1.01M	Buy	18,728 +12,332	+193%	+$648K	﹤0.01%	1667
2015 Q4	$348K	Buy	+6,396	New	+$359K	﹤0.01%	2433
2015 Q3	–	Sell	-4,592	Closed	-$266K	–	2808
2015 Q2	$266K	Buy	4,592 +313	+7%	+$19.2K	﹤0.01%	2406
2015 Q1	$252K	Sell	4,279 -1,675	-28%	-$96.9K	﹤0.01%	2384
2014 Q4	$331K	Buy	5,954 +1,206	+25%	+$67.5K	﹤0.01%	2068
2014 Q3	$265K	Buy	4,748 +208	+5%	+$12.5K	﹤0.01%	2272
2014 Q2	$280K	Sell	4,540 -115	-2%	-$7.04K	﹤0.01%	2259
2014 Q1	$280K	Buy	4,655 +695	+18%	+$41K	﹤0.01%	2171
2013 Q4	$234K	Buy	3,960 +138	+4%	+$7.91K	﹤0.01%	2318
2013 Q3	$217K	Sell	3,822 -376	-9%	-$20.2K	﹤0.01%	2262
2013 Q2	$211K	Buy	+4,198	New	+$223K	﹤0.01%	2164

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

LPL Financial's DIM Position: Q1 2026 in Review

LPL Financial increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 4.5% in Q1 2026, buying an estimated $20.5K and bringing the position to 5,674 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #4804.

LPL Financial first reported a position in DIM in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.01M in Q1 2016. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

LPL Financial held 5,674 shares of WisdomTree International MidCap Dividend Fund worth $470K as of Q1 2026.
LPL Financial bought 243 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $20.5K.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4804 holding.
LPL Financial first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2013 and has held it in 42 quarters since.
LPL Financial's WisdomTree International MidCap Dividend Fund position peaked at $1.01M in Q1 2016.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.