Apollon Wealth Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Apollon Wealth Management’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 Q3	$295K	Buy	3,426 +2	+0.1%	+$176	﹤0.01%	1299
2026 Q2	$292K	Buy	3,424 +7	+0.2%	+$607	﹤0.01%	1286
2026 Q1	$283K	Sell	3,417 -46	-1%	-$3.89K	﹤0.01%	1150
2025 Q4	$279K	Buy	3,463 +3	+0.1%	+$235	﹤0.01%	1093
2025 Q3	$267K	Buy	3,460 +2	+0.1%	+$153	﹤0.01%	1097
2025 Q2	$260K	Buy	3,458 +8	+0.2%	+$567	0.01%	1066
2025 Q1	$228K	Sell	3,450 -411	-11%	-$26.5K	0.01%	1056
2024 Q4	$235K	Buy	3,861 +4	+0.1%	+$253	0.01%	1038
2024 Q3	$256K	Buy	3,857 +2	+0.1%	+$127	0.01%	970
2024 Q2	$234K	Buy	3,855 +9	+0.2%	+$560	0.01%	951
2024 Q1	$242K	Buy	3,846 +1	+0%	+$61	0.01%	954
2023 Q4	$234K	Buy	+3,845	New	+$219K	0.01%	940

Other funds holding DIM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Apollon Wealth Management's DIM Position: Q3 2026 in Review

Apollon Wealth Management increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.06% in Q3 2026, buying an estimated $176 and bringing the position to 3,426 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Apollon Wealth Management first reported a position in DIM in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

Apollon Wealth Management held 3,426 shares of WisdomTree International MidCap Dividend Fund worth $295K as of Q3 2026.
Apollon Wealth Management bought 2 WisdomTree International MidCap Dividend Fund shares in Q3 2026, an estimated $176.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1299 holding.
Apollon Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.