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Disclosery

DIM WISDOMTREE TR

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INTL MIDCAP DV (fund)

38 managers (38 13F filers) reported a position in DIM shares at 2024-12-31, 492,563 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
38
13F filers
38
New
4
Added
12
Reduced
14
Sold out
7
Shares held by filers
492,563

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mesirow Financial Investment Management…98,762$6M0.12%-101,34213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY55,448$3.37M<0.01%+12,98813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,834$2.78M<0.01%-6,21613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,746$2.17M<0.01%+3,43913F-HRTimelineGroup
GHP Investment Advisors, Inc.33,601$2.04M0.1%-96213F-HRTimeline
SMITH, MOORE & CO.31,879$1.94M0.18%-30713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,969$1.52M<0.01%-83613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,041$1.1M<0.01%+14,99913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,701$1.08M<0.01%+1,25713F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,123$919K<0.01%-81613F-HRTimelineGroup
Cetera Investment Advisers15,016$912K<0.01%+74813F-HRTimeline
Geneos Wealth Management Inc.12,115$736K0.03%+62013F-HRTimeline
One Capital Management, LLC11,717$712K0.02%-1,02413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,406$632K<0.01%-99713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,771$472K<0.01%-8,22313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,156$435K<0.01%-3,29613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,935$421K<0.01%+8313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,203$377K<0.01%new13F-HRTimelineGroup
LPL Financial LLC4,637$282K<0.01%-4813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,390$267K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,869$235K<0.01%new13F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,861$235K0.01%+413F-HRTimelineGroup
Cascade Financial Partners, LLC3,650$222K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,560$216K<0.01%+1213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,485$212K0.01%+2813F-HRTimelineGroup
WealthShield Partners, LLC3,408$207K0.03%-81213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,325$80.5K<0.01%+92513F-HRTimelineGroup
Washington Trust Advisors, Inc.1,312$79.7K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$73.5K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.864$52.5K0.01%-3913F-HR/ATimeline
FMR LLCin group FMR LLC763$46.3K<0.01%-73813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.672$40.8K<0.01%013F-HR/ATimelineGroup
MAI Capital Management559$34K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$16.5K<0.01%+1613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$10K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$6.07K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC39$2.37K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.