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&Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

&Partners’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 		– Sell
-2,504
Closed -$202K – 2420
2025
Q4 		$202K Buy
+2,504
New +$196K ﹤0.01% 2139

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

&Partners's DIM Position: Q1 2026 in Review

&Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2026, closing a stake of 2,504 shares — an estimated $202K sold.

&Partners first reported a position in DIM in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • &Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 2,504 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $202K.
  • &Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • &Partners's WisdomTree International MidCap Dividend Fund position peaked at $202K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.