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TopTier Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

TopTier Wealth 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 		$214K Buy
2,506
+18
+0.7% +$1.56K 0.13% 127
2026
Q1 		$206K Hold
2,488
– – 0.13% 123
2025
Q4 		$200K Buy
+2,488
New +$195K 0.14% 121

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

TopTier Wealth Management's DIM Position: Q2 2026 in Review

TopTier Wealth Management increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.72% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,506 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #127.

TopTier Wealth Management first reported a position in DIM in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • TopTier Wealth Management held 2,506 shares of WisdomTree International MidCap Dividend Fund worth $214K as of Q2 2026.
  • TopTier Wealth Management bought 18 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $1.56K.
  • WisdomTree International MidCap Dividend Fund made up 0.13% of TopTier Wealth Management's portfolio in Q2 2026, its #127 holding.
  • TopTier Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.