PS
DIM icon

Principal Securities’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Principal Securities’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
Q4 		– Sell
-271
Closed -$20.9K – 1869
2025
Q3 		$20.9K Hold
271
– – ﹤0.01% 2378
2025
Q2 		$20.4K Hold
271
– – ﹤0.01% 2300
2025
Q1 		$16.5K Hold
271
– – ﹤0.01% 2316
2024
Q4 		$16.5K Buy
271
+16
+6% +$1.01K ﹤0.01% 2312
2024
Q3 		$16.9K Hold
255
– – ﹤0.01% 2206
2024
Q2 		$15.4K Hold
255
– – ﹤0.01% 2192
2024
Q1 		$16K Buy
255
+16
+7% +$970 ﹤0.01% 2118
2023
Q4 		$14.5K Buy
+239
New +$13.6K ﹤0.01% 2080

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Principal Securities's DIM Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2025, closing a stake of 271 shares — an estimated $20.9K sold.

Principal Securities first reported a position in DIM in Q4 2023 and held it in 8 quarters. The position peaked at $20.9K in Q3 2025. 47 funds tracked by Wall St. Rank hold DIM as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 271 WisdomTree International MidCap Dividend Fund shares in Q4 2025, an estimated $20.9K.
  • Principal Securities first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's WisdomTree International MidCap Dividend Fund position peaked at $20.9K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.