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 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 $6.18B AUM 18.43% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

GIA

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

PJC

Phillip James Consulting Plymouth, Minnesota $132M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Apollon Wealth Management's DIM Position: Q1 2026 in Review

Apollon Wealth Management reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 1.3% in Q1 2026, selling an estimated $3.89K and leaving 3,417 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Apollon Wealth Management first reported a position in DIM in Q4 2023 and has held it in 10 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

Apollon Wealth Management held 3,417 shares of WisdomTree International MidCap Dividend Fund worth $283K as of Q1 2026.
Apollon Wealth Management sold 46 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $3.89K.
WisdomTree International MidCap Dividend Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1150 holding.
Apollon Wealth Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.