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Wealthcare Capital Partners’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Wealthcare Capital Partners’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 		$235K Buy
2,760
+50
+2% +$4.33K 0.1% 153
2026
Q1 		$224K Buy
2,710
+2
+0.1% +$169 0.11% 146
2025
Q4 		$218K Buy
2,708
+14
+0.5% +$1.09K 0.1% 139
2025
Q3 		$208K Buy
2,694
+16
+0.6% +$1.23K 0.1% 141
2025
Q2 		$202K Buy
+2,678
New +$190K 0.1% 140

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealthcare Capital Partners's DIM Position: Q2 2026 in Review

Wealthcare Capital Partners increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.8% in Q2 2026, buying an estimated $4.33K and bringing the position to 2,760 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #153.

Wealthcare Capital Partners first reported a position in DIM in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • Wealthcare Capital Partners held 2,760 shares of WisdomTree International MidCap Dividend Fund worth $235K as of Q2 2026.
  • Wealthcare Capital Partners bought 50 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $4.33K.
  • WisdomTree International MidCap Dividend Fund made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #153 holding.
  • Wealthcare Capital Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.