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BOLTON SECURITIES CORPORATION’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$522K Buy
+6,307
New +$533K 0.02% 531
2025
Q3 		$435K Buy
+5,633
New +$431K 0.02% 549
2025
Q1 		$380K Buy
+5,744
New +$370K 0.02% 545

Other funds holding DIM

Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
WealthShield Partners
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Phillip James Consulting
Phillip James Consulting Plymouth, Minnesota $149M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DIM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree International MidCap Dividend Fund (DIM) in Q1 2026: 6,307 shares worth $522K. The stake represents 0.02% of the portfolio and ranks #531 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DIM as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DIM in Q1 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,307 shares of WisdomTree International MidCap Dividend Fund worth $522K as of Q1 2026.
  • WisdomTree International MidCap Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree International MidCap Dividend Fund made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #531 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.