Financial Gravity Asset Management’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Financial Gravity Asset 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
2024 Q1	–	Sell	-6	Closed	-$366	–	1983
2023 Q4	$366	Buy	6 +3	+100%	+$171	﹤0.01%	1191
2023 Q3	$172	Buy	+3	New	+$174	﹤0.01%	972
2023 Q2	–	Sell	-58	Closed	-$186	–	1660
2023 Q1	$186	Buy	+58	New	+$3.39K	0.01%	629
2022 Q4	–	Sell	-47	Closed	-$151	–	1431
2022 Q3	$151	Sell	47 -8	-15%	-$435	0.01%	596
2022 Q2	$176	Sell	55 -9	-14%	-$545	0.01%	547
2022 Q1	$205	Sell	64 -3	-4%	-$196	0.01%	568
2021 Q4	$214	Buy	67 +64	+2,133%	+$4.3K	﹤0.01%	614
2021 Q3	$67K	Hold	3	–	–	0.03%	462
2021 Q2	$68K	Hold	3	–	–	0.02%	467
2021 Q1	$206	Sell	3 -12	-80%	-$792	﹤0.01%	452
2020 Q4	$1K	Buy	+15	New	+$896	﹤0.01%	387
2020 Q2	–	Sell	-59	Closed	-$2.76K	–	218
2020 Q1	$2.76K	Buy	+59	New	+$3.46K	0.01%	375

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

GIA

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

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

SMC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Asset Management's DIM Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2024, closing a stake of 6 shares — an estimated $366 sold.

Financial Gravity Asset Management first reported a position in DIM in Q1 2020 and held it in 12 quarters. The position peaked at $68K in Q2 2021. 42 funds tracked by Wall St. Rank hold DIM as of Q1 2024.

Financial Gravity Asset Management reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 WisdomTree International MidCap Dividend Fund shares in Q1 2024, an estimated $366.
Financial Gravity Asset Management first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2020 and held it in 12 quarters.
Financial Gravity Asset Management's WisdomTree International MidCap Dividend Fund position peaked at $68K in Q2 2021.
42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.