CAHILL FINANCIAL ADVISORS INC DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND

Ownership history in CAHILL FINANCIAL ADVISORS INC  ·  10 quarters on record

AI Ownership Summary

CAHILL FINANCIAL ADVISORS INC reported WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows DIM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAHILL FINANCIAL ADVISORS INC's position in WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAHILL FINANCIAL ADVISORS INC held DIM — position size vs. price
% of Fund (quarterly)    DIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,435 +431 +10.8% 0.04% $367K 2026-05-13 $88.04
2025 Q4 ADDED 4,004 +9 +0.2% 0.04% $323K 2026-02-18 $88.25
2025 Q3 REDUCED 3,995 -40 -1.0% 0.04% $309K 2025-11-03 $76.66
2025 Q2 ADDED 4,035 +357 +9.7% 0.04% $304K 2025-08-07 $75.43
2025 Q1 ADDED 3,678 +598 +19.4% 0.03% $243K 2025-05-15 $69.72
2024 Q3 REDUCED 23.5% -7.6% 3,080 -945 -23.5% 0.03% $204K 2024-11-12 $59.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAHILL FINANCIAL ADVISORS INC and DIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAHILL FINANCIAL ADVISORS INC reported owning DIM?

CAHILL FINANCIAL ADVISORS INC reported DIM across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DIM position in CAHILL FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for DIM was 0.04% in 2026 Q1.

What is the latest reported DIM position on this page?

The most recent filing on this page is 2026 Q1, when CAHILL FINANCIAL ADVISORS INC reported 4,435 shares, equal to 0.04% of portfolio, with an estimated market value of $367K.

What does the chart on this DIM ownership page compare?

The chart compares CAHILL FINANCIAL ADVISORS INC's quarterly DIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAHILL FINANCIAL ADVISORS INC time their DIM position?

Based on 13F filing dates vs. subsequent DIM price moves, CAHILL FINANCIAL ADVISORS INC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DIM relative to SPY over the holding period was +4.5%.

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