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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
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 $6.18B AUM 18.43% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Elm3 Financial Group's DIM Position: Q1 2026 in Review

Elm3 Financial Group increased its WisdomTree International MidCap Dividend Fund (DIM) stake by 0.81% in Q1 2026, buying an estimated $2.37K and bringing the position to 3,473 shares worth $288K. The position accounts for 0.24% of the portfolio, ranked #94.

Elm3 Financial Group first reported a position in DIM in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2026.

  • Elm3 Financial Group held 3,473 shares of WisdomTree International MidCap Dividend Fund worth $288K as of Q1 2026.
  • Elm3 Financial Group bought 28 WisdomTree International MidCap Dividend Fund shares in Q1 2026, an estimated $2.37K.
  • WisdomTree International MidCap Dividend Fund made up 0.24% of Elm3 Financial Group's portfolio in Q1 2026, its #94 holding.
  • Elm3 Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.