Wealth Enhancement Advisory Services’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q2	–	Sell	-3,825	Closed	-$253K	–	3412
2025 Q1	$253K	Sell	3,825 -44	-1%	-$2.83K	﹤0.01%	2571
2024 Q4	$235K	Buy	+3,869	New	+$244K	﹤0.01%	2580

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

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

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's DIM Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2025, closing a stake of 3,825 shares — an estimated $253K sold.

Wealth Enhancement Advisory Services first reported a position in DIM in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2025. 45 funds tracked by Wall St. Rank hold DIM as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 3,825 WisdomTree International MidCap Dividend Fund shares in Q2 2025, an estimated $253K.
Wealth Enhancement Advisory Services first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2024 and held it in 2 quarters.
Wealth Enhancement Advisory Services's WisdomTree International MidCap Dividend Fund position peaked at $253K in Q1 2025.
45 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.