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

One 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
2025
Q3 		– Sell
-9,967
Closed -$751K – 489
2025
Q2 		$751K Sell
9,967
-741
-7% -$52.5K 0.03% 297
2025
Q1 		$709K Sell
10,708
-1,009
-9% -$65K 0.02% 246
2024
Q4 		$712K Sell
11,717
-1,024
-8% -$64.7K 0.02% 234
2024
Q3 		$845K Sell
12,741
-182
-1% -$11.6K 0.03% 229
2024
Q2 		$783K Sell
12,923
-167
-1% -$10.4K 0.03% 234
2024
Q1 		$823K Sell
13,090
-642
-5% -$38.9K 0.03% 191
2023
Q4 		$835K Sell
13,732
-365
-3% -$20.8K 0.03% 188
2023
Q3 		$792K Buy
14,097
+14
+0.1% +$814 0.04% 173
2023
Q2 		$811K Buy
14,083
+131
+0.9% +$7.74K 0.04% 179
2023
Q1 		$816K Buy
13,952
+61
+0.4% +$3.56K 0.04% 182
2022
Q4 		$771K Buy
13,891
+113
+0.8% +$5.95K 0.04% 184
2022
Q3 		$652K Buy
13,778
+8
+0.1% +$435 0.04% 190
2022
Q2 		$761K Buy
13,770
+52
+0.4% +$3.15K 0.05% 186
2022
Q1 		$880K Sell
13,718
-59
-0.4% -$3.85K 0.05% 183
2021
Q4 		$925K Sell
13,777
-237
-2% -$15.9K 0.07% 144
2021
Q3 		$937K Buy
14,014
+437
+3% +$30.2K 0.08% 129
2021
Q2 		$920K Buy
13,577
+435
+3% +$30.1K 0.08% 128
2021
Q1 		$881K Buy
13,142
+927
+8% +$61.2K 0.1% 110
2020
Q4 		$777K Sell
12,215
-100
-0.8% -$5.97K 0.09% 112
2020
Q3 		$689K Sell
12,315
-1,441
-10% -$81.1K 0.09% 110
2020
Q2 		$737K Sell
13,756
-14,502
-51% -$738K 0.11% 113
2020
Q1 		$1.32M Sell
28,258
-34,279
-55% -$2.01M 0.22% 91
2019
Q4 		$4.11M Sell
62,537
-148,383
-70% -$9.41M 0.63% 35
2019
Q3 		$12.7M Buy
210,920
+5,380
+3% +$324K 2.12% 13
2019
Q2 		$12.7M Sell
205,540
-3,445
-2% -$214K 2.17% 12
2019
Q1 		$13M Buy
208,985
+15,309
+8% +$936K 2.31% 10
2018
Q4 		$11M Sell
193,676
-11,841
-6% -$713K 2.23% 11
2018
Q3 		$13.5M Buy
205,517
+7,721
+4% +$506K 2.44% 10
2018
Q2 		$12.9M Buy
197,796
+9,849
+5% +$680K 2.44% 10
2018
Q1 		$12.9M Buy
187,947
+3,951
+2% +$277K 2.54% 9
2017
Q4 		$12.7M Sell
183,996
-2,371
-1% -$160K 2.54% 8
2017
Q3 		$12.4M Buy
186,367
+6,650
+4% +$435K 2.57% 7
2017
Q2 		$11.5M Buy
179,717
+1,081
+0.6% +$68.1K 3.37% 5
2017
Q1 		$10.8M Sell
178,636
-1,047
-0.6% -$61.1K 3.34% 6
2016
Q4 		$9.95M Buy
179,683
+3,325
+2% +$183K 3.16% 9
2016
Q3 		$9.89M Buy
176,358
+3,771
+2% +$208K 3.22% 8
2016
Q2 		$9.04M Sell
172,587
-1,524
-0.9% -$84.4K 3.15% 8
2016
Q1 		$9.72K Buy
174,111
+8,209
+5% +$431K 0.38% 10
2015
Q4 		$9.62M Sell
165,902
-5,022
-3% -$282K 3.26% 7
2015
Q3 		$9.08M Buy
170,924
+10,200
+6% +$581K 3.3% 8
2015
Q2 		$9.5M Buy
160,724
+18,035
+13% +$1.11M 2.72% 9
2015
Q1 		$8.41M Buy
142,689
+21,101
+17% +$1.22M 2.53% 11
2014
Q4 		$6.76M Buy
121,588
+5,767
+5% +$323K 2.54% 12
2014
Q3 		$6.55M Buy
115,821
+4,567
+4% +$274K 2.35% 12
2014
Q2 		$6.87M Buy
111,254
+2,008
+2% +$123K 2.77% 10
2014
Q1 		$6.58M Buy
+109,246
New +$6.45M 2.5% 12

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

One Capital Management's DIM Position: Q3 2025 in Review

One Capital Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2025, closing a stake of 9,967 shares — an estimated $751K sold.

One Capital Management first reported a position in DIM in Q1 2014 and held it in 46 quarters. The position peaked at $13.5M in Q3 2018. 49 funds tracked by Wall St. Rank hold DIM as of Q3 2025.

  • One Capital Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • One Capital Management sold 9,967 WisdomTree International MidCap Dividend Fund shares in Q3 2025, an estimated $751K.
  • One Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2014 and held it in 46 quarters.
  • One Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $13.5M in Q3 2018.
  • 49 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2025.

Based on One Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.