Main Street Group’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Main Street 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 Q4	–	Sell	-40	Closed	-$2.65K	–	784
2024 Q3	$2.65K	Hold	40	–	–	﹤0.01%	640
2024 Q2	$2.43K	Hold	40	–	–	﹤0.01%	698
2024 Q1	$2.51K	Hold	40	–	–	﹤0.01%	730
2023 Q4	$2.43K	Buy	+40	New	+$2.28K	﹤0.01%	1083

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

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Main Street Group's DIM Position: Q4 2024 in Review

Main Street Group sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q4 2024, closing a stake of 40 shares — an estimated $2.65K sold.

Main Street Group first reported a position in DIM in Q4 2023 and held it in 4 quarters. The position peaked at $2.65K in Q3 2024. 37 funds tracked by Wall St. Rank hold DIM as of Q4 2024.

Main Street Group reported no remaining WisdomTree International MidCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Main Street Group sold 40 WisdomTree International MidCap Dividend Fund shares in Q4 2024, an estimated $2.65K.
Main Street Group first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2023 and held it in 4 quarters.
Main Street Group's WisdomTree International MidCap Dividend Fund position peaked at $2.65K in Q3 2024.
37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q4 2024.

Based on Main Street Group's 13F filing for Q4 2024, filed 14 Feb 2025.