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 Q2	–	Sell	-580	Closed	-$48K	–	2740
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

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Smith, Moore & Co Clayton, Missouri $1.55B AUM 16.43% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 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 $23.4B AUM 20.87% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

MAI Capital Management's DIM Position: Q2 2026 in Review

MAI Capital Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2026, closing a stake of 580 shares — an estimated $48K sold.

MAI Capital Management first reported a position in DIM in Q4 2024 and held it in 6 quarters. The position peaked at $48K in Q1 2026. 50 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

MAI Capital Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 580 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $48K.
MAI Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $48K in Q1 2026.
50 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.