MAI Capital Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

MAI Capital 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 Q1	$48K	Buy	580 +1	+0.2%	+$84	﹤0.01%	2258
2025 Q4	$46.7K	Buy	579 +3	+0.5%	+$235	﹤0.01%	2052
2025 Q3	$44.5K	Buy	576 +3	+0.5%	+$230	﹤0.01%	2000
2025 Q2	$43.1K	Buy	573 +11	+2%	+$779	﹤0.01%	1946
2025 Q1	$37.2K	Buy	562 +3	+0.5%	+$193	﹤0.01%	1900
2024 Q4	$34K	Buy	+559	New	+$35.3K	﹤0.01%	1961

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

MAI Capital Management's DIM Position: Q1 2026 in Review

MAI Capital Management increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.17% in Q1 2026, buying an estimated $84 and bringing the position to 580 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

MAI Capital Management first reported a position in DIM in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

MAI Capital Management held 580 shares of WisdomTree International MidCap Dividend Fund worth $48K as of Q1 2026.
MAI Capital Management bought 1 WisdomTree International MidCap Dividend Fund share in Q1 2026, an estimated $84.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2258 holding.
MAI Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.