Osaic Holdings
DIM icon

Osaic Holdings’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Osaic Holdings’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 		$1.66K Buy
+20
New +$1.69K ﹤0.01% 7104
2025
Q4 		– Sell
-412
Closed -$31.8K – 7926
2025
Q3 		$31.8K Hold
412
– – ﹤0.01% 5617
2025
Q2 		$31K Hold
412
– – ﹤0.01% 5386
2025
Q1 		$27.3K Sell
412
-260
-39% -$16.7K ﹤0.01% 5138
2024
Q4 		$40.8K Hold
672
– – ﹤0.01% 4849
2024
Q3 		$44.6K Hold
672
– – ﹤0.01% 4830
2024
Q2 		$40.7K Sell
672
-96
-13% -$5.98K ﹤0.01% 4838
2024
Q1 		$48.3K Buy
768
+1
+0.1% +$61 ﹤0.01% 4776
2023
Q4 		$46.6K Sell
767
-621
-45% -$35.4K ﹤0.01% 4953
2023
Q3 		$77.9K Buy
1,388
+185
+15% +$10.8K ﹤0.01% 4694
2023
Q2 		$69.3K Buy
1,203
+6
+0.5% +$354 ﹤0.01% 4726
2023
Q1 		$70K Sell
1,197
-140
-10% -$8.18K ﹤0.01% 4729
2022
Q4 		$75.2K Buy
1,337
+374
+39% +$19.7K ﹤0.01% 4653
2022
Q3 		$46K Buy
963
+2
+0.2% +$109 ﹤0.01% 4973
2022
Q2 		$53K Buy
961
+5
+0.5% +$303 ﹤0.01% 4909
2022
Q1 		$60K Hold
956
– – ﹤0.01% 4968
2021
Q4 		$64K Sell
956
-648
-40% -$43.5K ﹤0.01% 4949
2021
Q3 		$107K Buy
1,604
+334
+26% +$23.1K ﹤0.01% 4464
2021
Q2 		$86K Buy
1,270
+294
+30% +$20.4K ﹤0.01% 4607
2021
Q1 		$66K Sell
976
-1,115
-53% -$73.6K ﹤0.01% 4670
2020
Q4 		$132K Buy
2,091
+315
+18% +$18.8K ﹤0.01% 3836
2020
Q3 		$100K Buy
1,776
+71
+4% +$4K ﹤0.01% 3838
2020
Q2 		$92K Sell
1,705
-1,262
-43% -$64.3K ﹤0.01% 3743
2020
Q1 		$139K Buy
+2,967
New +$174K ﹤0.01% 3196

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings's DIM Position: Q1 2026 in Review

Osaic Holdings opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q1 2026: 20 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #7104 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in DIM as recently as Q3 2025.

Osaic Holdings first reported a position in DIM in Q1 2020 and has held it in 24 quarters since. The position peaked at $139K in Q1 2020. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • Osaic Holdings held 20 shares of WisdomTree International MidCap Dividend Fund worth $1.66K as of Q1 2026.
  • WisdomTree International MidCap Dividend Fund was a new Osaic Holdings position in Q1 2026.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7104 holding.
  • Osaic Holdings first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2020 and has held it in 24 quarters since.
  • Osaic Holdings's WisdomTree International MidCap Dividend Fund position peaked at $139K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.