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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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. 48 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.
48 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.