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Elm3 Financial Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Elm3 Financial Group’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 		$285K Sell
3,343
-130
-4% -$11.3K 0.2% 108
2026
Q1 		$288K Buy
3,473
+28
+0.8% +$2.37K 0.24% 94
2025
Q4 		$278K Buy
3,445
+341
+11% +$26.7K 0.23% 94
2025
Q3 		$240K Buy
+3,104
New +$238K 0.2% 98

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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Elm3 Financial Group's DIM Position: Q2 2026 in Review

Elm3 Financial Group reduced its WisdomTree International MidCap Dividend Fund (DIM) stake by 3.7% in Q2 2026, selling an estimated $11.3K and leaving 3,343 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #108.

Elm3 Financial Group first reported a position in DIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q1 2026. 48 funds tracked by Wall St. Rank hold DIM as of Q2 2026.

  • Elm3 Financial Group held 3,343 shares of WisdomTree International MidCap Dividend Fund worth $285K as of Q2 2026.
  • Elm3 Financial Group sold 130 WisdomTree International MidCap Dividend Fund shares in Q2 2026, an estimated $11.3K.
  • WisdomTree International MidCap Dividend Fund made up 0.2% of Elm3 Financial Group's portfolio in Q2 2026, its #108 holding.
  • Elm3 Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's WisdomTree International MidCap Dividend Fund position peaked at $288K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.