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 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Apollon Wealth Management's DIM Position: Q2 2026 in Review

Apollon Wealth Management increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.2% in Q2 2026, buying an estimated $607 and bringing the position to 3,424 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Apollon Wealth Management first reported a position in DIM in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

Apollon Wealth Management held 3,424 shares of WisdomTree International MidCap Dividend Fund worth $292K as of Q2 2026.
Apollon Wealth Management bought 7 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $607.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1286 holding.
Apollon Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.