Signature Estate & Investment Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Signature Estate & Investment Advisors’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	$339K	Buy	3,975 +75	+2%	+$6.5K	0.01%	519
2026 Q1	$323K	Buy	3,900 +70	+2%	+$5.91K	0.01%	521
2025 Q4	$309K	Buy	3,830 +20	+0.5%	+$1.56K	0.01%	490
2025 Q3	$294K	Buy	3,810 +242	+7%	+$18.5K	0.01%	498
2025 Q2	$269K	Buy	3,568 +68	+2%	+$4.82K	0.01%	493
2025 Q1	$232K	Buy	3,500 +15	+0.4%	+$966	0.01%	492
2024 Q4	$212K	Buy	3,485 +28	+0.8%	+$1.77K	0.01%	498
2024 Q3	$229K	Buy	3,457 +18	+0.5%	+$1.14K	0.01%	473
2024 Q2	$208K	Buy	+3,439	New	+$214K	0.01%	481
2018 Q1	–	Sell	-26,761	Closed	-$1.85M	–	151
2017 Q4	$1.85M	Sell	26,761 -10,248	-28%	-$692K	0.19%	70
2017 Q3	$2.46M	Sell	37,009 -1,905	-5%	-$125K	0.27%	54
2017 Q2	$2.48M	Sell	38,914 -2,472	-6%	-$156K	0.29%	50
2017 Q1	$2.49M	Sell	41,386 -1,415	-3%	-$82.5K	0.31%	50
2016 Q4	$2.37M	Sell	42,801 -991	-2%	-$54.5K	0.33%	51
2016 Q3	$2.46M	Sell	43,792 -2,835	-6%	-$156K	0.36%	50
2016 Q2	$2.44M	Sell	46,627 -4,394	-9%	-$243K	0.39%	46
2016 Q1	$2.85M	Sell	51,021 -14,035	-22%	-$737K	0.47%	44
2015 Q4	$3.61M	Buy	65,056 +15,283	+31%	+$858K	0.62%	43
2015 Q3	$2.64M	Sell	49,773 -934	-2%	-$53.2K	0.55%	43
2015 Q2	$3M	Sell	50,707 -325	-0.6%	-$19.9K	0.67%	40
2015 Q1	$3.01M	Sell	51,032 -1,707	-3%	-$98.8K	0.79%	36
2014 Q4	$2.93M	Buy	+52,739	New	+$2.95M	0.97%	31

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Signature Estate & Investment Advisors's DIM Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.9% in Q2 2026, buying an estimated $6.5K and bringing the position to 3,975 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #519.

Signature Estate & Investment Advisors first reported a position in DIM in Q4 2014 and has held it in 22 quarters since. The position peaked at $3.61M in Q4 2015. 25 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

Signature Estate & Investment Advisors held 3,975 shares of WisdomTree International MidCap Dividend Fund worth $339K as of Q2 2026.
Signature Estate & Investment Advisors bought 75 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $6.5K.
WisdomTree International MidCap Dividend Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #519 holding.
Signature Estate & Investment Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2014 and has held it in 22 quarters since.
Signature Estate & Investment Advisors's WisdomTree International MidCap Dividend Fund position peaked at $3.61M in Q4 2015.
25 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.