Elm3 Financial Group
DIM icon

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
Q3 		$288K Hold
3,343
– – 0.19% 127
2026
Q2 		$285K Sell
3,343
-130
-4% -$11.3K 0.2% 108
2026
Q1 		$288K Buy
3,473
+28
+0.8% +$2.36K 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

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GHP Investment Advisors
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Park Avenue Securities
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Signature Estate & Investment Advisors
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AssetMark Inc
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Apollon Wealth Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Avidian Wealth Enterprises
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Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Elm3 Financial Group's DIM Position: Q3 2026 in Review

Elm3 Financial Group held its WisdomTree International MidCap Dividend Fund (DIM) position steady in Q3 2026 at 3,343 shares worth $288K. The position accounts for 0.19% of the portfolio, ranked #127.

Elm3 Financial Group first reported a position in DIM in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold DIM as of Q3 2026.

  • Elm3 Financial Group held 3,343 shares of WisdomTree International MidCap Dividend Fund worth $288K as of Q3 2026.
  • Elm3 Financial Group left its WisdomTree International MidCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree International MidCap Dividend Fund made up 0.19% of Elm3 Financial Group's portfolio in Q3 2026, its #127 holding.
  • Elm3 Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.