AssetMark Inc
DIM icon

AssetMark Inc’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

AssetMark Inc’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 		$296K Sell
3,439
-316
-8% -$27.8K ﹤0.01% 1369
2026
Q2 		$320K Buy
+3,755
New +$325K ﹤0.01% 1320

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Signature Estate & Investment Advisors
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Apollon Wealth Management
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Elm3 Financial Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Wealthcare Capital Partners
Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

AssetMark Inc's DIM Position: Q3 2026 in Review

AssetMark Inc reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 8.4% in Q3 2026, selling an estimated $27.8K and leaving 3,439 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

AssetMark Inc first reported a position in DIM in Q2 2026 and has held it in 2 quarters since. The position peaked at $320K in Q2 2026. 16 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

  • AssetMark Inc held 3,439 shares of WisdomTree International MidCap Dividend Fund worth $296K as of Q3 2026.
  • AssetMark Inc sold 316 WisdomTree International MidCap Dividend Fund shares in Q3 2026, an estimated $27.8K.
  • WisdomTree International MidCap Dividend Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1369 holding.
  • AssetMark Inc first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • AssetMark Inc's WisdomTree International MidCap Dividend Fund position peaked at $320K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.