Washington Trust Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Washington Trust 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 Q3	$113K	Hold	1,312	–	–	0.01%	281
2026 Q2	$112K	Hold	1,312	–	–	0.01%	279
2026 Q1	$109K	Hold	1,312	–	–	0.01%	285
2025 Q4	$106K	Hold	1,312	–	–	0.01%	280
2025 Q3	$101K	Hold	1,312	–	–	0.01%	280
2025 Q2	$98.8K	Hold	1,312	–	–	0.01%	256
2025 Q1	$86.8K	Hold	1,312	–	–	0.01%	269
2024 Q4	$79.7K	Hold	1,312	–	–	0.01%	281
2024 Q3	$87.1K	Hold	1,312	–	–	0.01%	273
2024 Q2	$79.5K	Sell	1,312 -3,652	-74%	-$227K	0.01%	271
2024 Q1	$312K	Hold	4,964	–	–	0.03%	150
2023 Q4	$302K	Sell	4,964 -637	-11%	-$36.3K	0.03%	154
2023 Q3	$314K	Hold	5,601	–	–	0.03%	145
2023 Q2	$323K	Sell	5,601 -4,011	-42%	-$237K	0.03%	141
2023 Q1	$562K	Hold	9,612	–	–	0.06%	117
2022 Q4	$533K	Sell	9,612 -4,461	-32%	-$235K	0.06%	118
2022 Q3	$666K	Buy	14,073 +802	+6%	+$43.6K	0.06%	120
2022 Q2	$734K	Sell	13,271 -600	-4%	-$36.3K	0.06%	113
2022 Q1	$891K	Hold	13,871	–	–	0.06%	115
2021 Q4	$932K	Buy	+13,871	New	+$931K	0.06%	122

Other funds holding DIM

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Washington Trust Advisors's DIM Position: Q3 2026 in Review

Washington Trust Advisors held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q3 2026 at 1,312 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #281.

Washington Trust Advisors first reported a position in DIM in Q4 2021 and has held it in 20 quarters since. The position peaked at $932K in Q4 2021. 19 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

Washington Trust Advisors held 1,312 shares of WisdomTree International MidCap Dividend Fund worth $113K as of Q3 2026.
Washington Trust Advisors left its WisdomTree International MidCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree International MidCap Dividend Fund made up 0.01% of Washington Trust Advisors's portfolio in Q3 2026, its #281 holding.
Washington Trust Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
Washington Trust Advisors's WisdomTree International MidCap Dividend Fund position peaked at $932K in Q4 2021.
19 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.