Raymond James Financial
DIM icon

Raymond James Financial’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-1,414
Closed -$107K – 5423
2025
Q2 		$107K Buy
+1,414
New +$100K ﹤0.01% 4843

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's DIM Position: Q3 2025 in Review

Raymond James Financial sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2025, closing a stake of 1,414 shares — an estimated $107K sold.

Raymond James Financial first reported a position in DIM in Q2 2025 and held it in 1 quarter. The position peaked at $107K in Q2 2025. 49 funds tracked by Wall St. Rank hold DIM as of Q3 2025.

  • Raymond James Financial reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,414 WisdomTree International MidCap Dividend Fund shares in Q3 2025, an estimated $107K.
  • Raymond James Financial first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's WisdomTree International MidCap Dividend Fund position peaked at $107K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.