Pinnacle Wealth Planning Services
DIM icon

Pinnacle Wealth Planning Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.86K Hold
57
– – ﹤0.01% 2302
2026
Q1 		$4.72K Hold
57
– – ﹤0.01% 2278
2025
Q4 		$4.59K Buy
+57
New +$4.46K ﹤0.01% 2308

Other funds holding DIM

Mesirow Financial Investment Management
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Flow Traders U.S.
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
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 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
Sanctuary Advisors
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

Pinnacle Wealth Planning Services's DIM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q2 2026 at 57 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Pinnacle Wealth Planning Services first reported a position in DIM in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 57 shares of WisdomTree International MidCap Dividend Fund worth $4.86K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree International MidCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2302 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.