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

Larson 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
2024
Q3 		– Sell
-160
Closed -$9.69K – 2714
2024
Q2 		$9.69K Buy
+160
New +$9.96K ﹤0.01% 1271

Other funds holding DIM

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Bank of America
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Larson Financial Group's DIM Position: Q3 2024 in Review

Larson Financial Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2024, closing a stake of 160 shares — an estimated $9.69K sold.

Larson Financial Group first reported a position in DIM in Q2 2024 and held it in 1 quarter. The position peaked at $9.69K in Q2 2024. 42 funds tracked by Wall St. Rank hold DIM as of Q3 2024.

  • Larson Financial Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 160 WisdomTree International MidCap Dividend Fund shares in Q3 2024, an estimated $9.69K.
  • Larson Financial Group first reported a position in WisdomTree International MidCap Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Larson Financial Group's WisdomTree International MidCap Dividend Fund position peaked at $9.69K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.