Rockefeller Capital Management
DIM icon

Rockefeller Capital Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Rockefeller Capital Management’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 		$1.88M Sell
22,039
-736
-3% -$63.8K ﹤0.01% 1412
2026
Q1 		$1.89M Sell
22,775
-350
-2% -$29.6K ﹤0.01% 1329
2025
Q4 		$1.86M Buy
23,125
+1,254
+6% +$98.1K ﹤0.01% 1274
2025
Q3 		$1.69M Buy
21,871
+5
+0% +$383 ﹤0.01% 1219
2025
Q2 		$1.65M Buy
21,866
+14
+0.1% +$992 ﹤0.01% 1175
2025
Q1 		$1.45M Buy
21,852
+4,151
+23% +$267K ﹤0.01% 1147
2024
Q4 		$1.08M Buy
17,701
+1,257
+8% +$79.4K ﹤0.01% 1224
2024
Q3 		$1.09M Buy
16,444
+504
+3% +$32K ﹤0.01% 1207
2024
Q2 		$966K Buy
15,940
+763
+5% +$47.5K ﹤0.01% 1215
2024
Q1 		$955K Buy
15,177
+1
+0% +$61 ﹤0.01% 1278
2023
Q4 		$922K Buy
15,176
+7
+0% +$399 ﹤0.01% 1168
2023
Q3 		$852K Buy
15,169
+5,004
+49% +$291K ﹤0.01% 1136
2023
Q2 		$585K Buy
10,165
+16
+0.2% +$945 ﹤0.01% 1281
2023
Q1 		$593K Buy
10,149
+5
+0% +$292 ﹤0.01% 1280
2022
Q4 		$562K Buy
10,144
+6
+0.1% +$316 ﹤0.01% 1235
2022
Q3 		$480K Buy
10,138
+1,504
+17% +$81.7K ﹤0.01% 1284
2022
Q2 		$477K Buy
8,634
+14
+0.2% +$847 ﹤0.01% 1277
2022
Q1 		$553K Buy
8,620
+1
+0% +$65 ﹤0.01% 1283
2021
Q4 		$579K Buy
8,619
+3
+0% +$201 ﹤0.01% 1260
2021
Q3 		$576K Buy
8,616
+508
+6% +$35.1K ﹤0.01% 1209
2021
Q2 		$549K Buy
8,108
+510
+7% +$35.3K ﹤0.01% 1168
2021
Q1 		$509K Hold
7,598
– – ﹤0.01% 1017
2020
Q4 		$483K Buy
7,598
+4
+0.1% +$239 ﹤0.01% 922
2020
Q3 		$424K Buy
7,594
+5
+0.1% +$281 ﹤0.01% 825
2020
Q2 		$406K Sell
7,589
-594
-7% -$30.2K ﹤0.01% 771
2020
Q1 		$383K Buy
+8,183
New +$479K 0.01% 665

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rockefeller Capital Management's DIM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 3.2% in Q2 2026, selling an estimated $63.8K and leaving 22,039 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Rockefeller Capital Management first reported a position in DIM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.89M in Q1 2026. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • Rockefeller Capital Management held 22,039 shares of WisdomTree International MidCap Dividend Fund worth $1.88M as of Q2 2026.
  • Rockefeller Capital Management sold 736 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $63.8K.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1412 holding.
  • Rockefeller Capital Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2020 and has held it in 26 quarters since.
  • Rockefeller Capital Management's WisdomTree International MidCap Dividend Fund position peaked at $1.89M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.