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SOA Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

SOA Wealth 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 		$51.6K Buy
606
+11
+2% +$953 0.01% 384
2026
Q1 		$49.3K Buy
595
+1
+0.2% +$84 0.01% 371
2025
Q4 		$47.9K Buy
594
+3
+0.5% +$235 0.01% 378
2025
Q3 		$45.7K Buy
591
+4
+0.7% +$306 0.01% 391
2025
Q2 		$44.2K Sell
587
-280
-32% -$19.8K 0.01% 385
2025
Q1 		$57.4K Buy
867
+3
+0.3% +$193 0.01% 325
2024
Q4 		$52.5K Sell
864
-39
-4% -$2.46K 0.01% 325
2024
Q3 		$59.9K Buy
903
+3
+0.3% +$191 0.01% 296
2024
Q2 		$54.5K Buy
900
+12
+1% +$747 0.01% 297
2024
Q1 		$55.8K Buy
888
+2
+0.2% +$121 0.01% 294
2023
Q4 		$53.9K Buy
886
+6
+0.7% +$342 0.01% 288
2023
Q3 		$49.4K Sell
880
-192
-18% -$11.2K 0.01% 285
2023
Q2 		$61.7K Sell
1,072
-831
-44% -$49.1K 0.01% 272
2023
Q1 		$111K Buy
1,903
+11
+0.6% +$643 0.03% 216
2022
Q4 		$105K Sell
1,892
-10
-0.5% -$526 0.03% 219
2022
Q3 		$90K Buy
1,902
+9
+0.5% +$489 0.03% 211
2022
Q2 		$104K Sell
1,893
-918
-33% -$55.6K 0.03% 199
2022
Q1 		$180K Buy
2,811
+12
+0.4% +$782 0.04% 174
2021
Q4 		$188K Buy
2,799
+352
+14% +$23.6K 0.05% 165
2021
Q3 		$163K Buy
2,447
+145
+6% +$10K 0.04% 172
2021
Q2 		$156K Buy
2,302
+614
+36% +$42.6K 0.04% 177
2021
Q1 		$113K Sell
1,688
-18
-1% -$1.19K 0.03% 185
2020
Q4 		$112K Buy
+1,706
New +$102K 0.03% 182

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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOA Wealth Advisors's DIM Position: Q2 2026 in Review

SOA Wealth Advisors increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.8% in Q2 2026, buying an estimated $953 and bringing the position to 606 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #384.

SOA Wealth Advisors first reported a position in DIM in Q4 2020 and has held it in 23 quarters since. The position peaked at $188K in Q4 2021. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • SOA Wealth Advisors held 606 shares of WisdomTree International MidCap Dividend Fund worth $51.6K as of Q2 2026.
  • SOA Wealth Advisors bought 11 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $953.
  • WisdomTree International MidCap Dividend Fund made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • SOA Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $188K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.