Private Advisor Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Private Advisor Group’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	$391K	Sell	4,725 -336	-7%	-$28.4K	﹤0.01%	2020
2025 Q4	$408K	Buy	+5,061	New	+$396K	﹤0.01%	1955
2024 Q4	–	Sell	-3,957	Closed	-$263K	–	2335
2024 Q3	$263K	Sell	3,957 -39	-1%	-$2.48K	﹤0.01%	2039
2024 Q2	$242K	Buy	3,996 +21	+0.5%	+$1.31K	﹤0.01%	2035
2024 Q1	$250K	Sell	3,975 -135	-3%	-$8.18K	﹤0.01%	1967
2023 Q4	$250K	Buy	+4,110	New	+$234K	﹤0.01%	1900
2020 Q3	–	Sell	-2,160	Closed	-$116K	–	2008
2020 Q2	$116K	Buy	+2,160	New	+$110K	﹤0.01%	1621
2020 Q1	–	Sell	-3,286	Closed	-$216K	–	1470
2019 Q4	$216K	Sell	3,286 -471	-13%	-$29.9K	﹤0.01%	1455
2019 Q3	$227K	Sell	3,757 -293	-7%	-$17.6K	﹤0.01%	1447
2019 Q2	$251K	Buy	4,050 +210	+5%	+$13K	﹤0.01%	1380
2019 Q1	$238K	Sell	3,840 -221	-5%	-$13.5K	﹤0.01%	1310
2018 Q4	$230K	Sell	4,061 -133	-3%	-$8.01K	0.01%	1139
2018 Q3	$275K	Buy	+4,194	New	+$275K	0.01%	1272
2018 Q2	–	Sell	-3,776	Closed	-$260K	–	1329
2018 Q1	$260K	Buy	+3,776	New	+$265K	0.01%	949
2014 Q4	–	Sell	-208	Closed	-$12K	–	1051
2014 Q3	$12K	Buy	+208	New	+$12.5K	﹤0.01%	1172

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Private Advisor Group's DIM Position: Q1 2026 in Review

Private Advisor Group reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 6.6% in Q1 2026, selling an estimated $28.4K and leaving 4,725 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Private Advisor Group first reported a position in DIM in Q3 2014 and has held it in 15 quarters since. The position peaked at $408K in Q4 2025. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Private Advisor Group held 4,725 shares of WisdomTree International MidCap Dividend Fund worth $391K as of Q1 2026.
Private Advisor Group sold 336 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $28.4K.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2020 holding.
Private Advisor Group first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2014 and has held it in 15 quarters since.
Private Advisor Group's WisdomTree International MidCap Dividend Fund position peaked at $408K in Q4 2025.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.