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	-3	Closed	-$194	–	1224
2023 Q4	$194	Buy	+3	New	+$171	﹤0.01%	1046
2021 Q3	$67K	Hold	3	–	–	0.03%	462
2021 Q2	$68K	Buy	+3	New	+$208	0.02%	467
2020 Q4	$1K	Buy	+15	New	+$896	﹤0.01%	387

Other funds holding DIM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 3 shares — an estimated $194 sold.

Financial Gravity Asset Management first reported a position in DIM in Q4 2020 and held it in 4 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 3 WisdomTree International MidCap Dividend Fund shares in Q1 2024, an estimated $194.
Financial Gravity Asset Management first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2020 and held it in 4 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.