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

WealthShield 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
Q1 		$2.66M Buy
32,108
+3,656
+13% +$309K 0.3% 97
2025
Q4 		$2.29M Buy
28,452
+6,614
+30% +$518K 0.25% 105
2025
Q3 		$1.69M Buy
21,838
+15,734
+258% +$1.2M 0.19% 130
2025
Q2 		$460K Buy
6,104
+2,400
+65% +$170K 0.06% 244
2025
Q1 		$245K Buy
3,704
+296
+9% +$19.1K 0.03% 292
2024
Q4 		$207K Sell
3,408
-812
-19% -$51.3K 0.03% 279
2024
Q3 		$280K Buy
4,220
+860
+26% +$54.6K 0.04% 253
2024
Q2 		$204K Buy
3,360
+120
+4% +$7.47K 0.03% 276
2024
Q1 		$204K Sell
3,240
-433
-12% -$26.2K 0.03% 271
2023
Q4 		$223K Buy
3,673
+1,034
+39% +$58.9K 0.04% 270
2023
Q3 		$148K Buy
2,639
+738
+39% +$42.9K 0.02% 308
2023
Q2 		$109K Buy
1,901
+1,135
+148% +$67K 0.02% 334
2023
Q1 		$44.8K Buy
+766
New +$44.8K 0.01% 383

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WealthShield Partners's DIM Position: Q1 2026 in Review

WealthShield Partners increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 13% in Q1 2026, buying an estimated $309K and bringing the position to 32,108 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #97.

WealthShield Partners first reported a position in DIM in Q1 2023 and has held it in 13 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • WealthShield Partners held 32,108 shares of WisdomTree International MidCap Dividend Fund worth $2.66M as of Q1 2026.
  • WealthShield Partners bought 3,656 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $309K.
  • WisdomTree International MidCap Dividend Fund made up 0.3% of WealthShield Partners's portfolio in Q1 2026, its #97 holding.
  • WealthShield Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.