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Phillip James Consulting’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Phillip James Consulting’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
-31,003
Closed -$2.11M – 346
2026
Q1 		$2.11M Buy
+31,003
New +$2.62M 1.6% 18

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Phillip James Consulting's DIM Position: Q2 2026 in Review

Phillip James Consulting sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2026, closing a stake of 31,003 shares — an estimated $2.11M sold.

Phillip James Consulting first reported a position in DIM in Q1 2026 and held it in 1 quarter. The position peaked at $2.11M in Q1 2026. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • Phillip James Consulting reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 31,003 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $2.11M.
  • Phillip James Consulting first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's WisdomTree International MidCap Dividend Fund position peaked at $2.11M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.