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True Link Financial Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

True Link Financial 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
Q1 		– Sell
-7,845
Closed -$632K – 420
2025
Q4 		$632K Hold
7,845
– – 0.04% 53
2025
Q3 		$606K Hold
7,845
– – 0.04% 49
2025
Q2 		$591K Sell
7,845
-1,000
-11% -$70.8K 0.04% 49
2025
Q1 		$585K Buy
+8,845
New +$569K 0.04% 49

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $132M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Link Financial Advisors's DIM Position: Q1 2026 in Review

True Link Financial Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2026, closing a stake of 7,845 shares — an estimated $632K sold.

True Link Financial Advisors first reported a position in DIM in Q1 2025 and held it in 4 quarters. The position peaked at $632K in Q4 2025. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • True Link Financial Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 7,845 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $632K.
  • True Link Financial Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2025 and held it in 4 quarters.
  • True Link Financial Advisors's WisdomTree International MidCap Dividend Fund position peaked at $632K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.