WealthShield Partners
DIM icon

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
Q2 		– Sell
-32,108
Closed -$2.66M – 431
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

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
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Cetera Investment Advisers
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WealthShield Partners's DIM Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2026, closing a stake of 32,108 shares — an estimated $2.66M sold.

WealthShield Partners first reported a position in DIM in Q1 2023 and held it in 13 quarters. The position peaked at $2.66M in Q1 2026. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • WealthShield Partners reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 32,108 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $2.66M.
  • WealthShield Partners first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's WisdomTree International MidCap Dividend Fund position peaked at $2.66M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.