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Disclosery

DIM WISDOMTREE TR

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INTL MIDCAP DV (fund)

41 managers (41 13F filers) reported a position in DIM shares at 2025-03-31, 658,130 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
5
Added
12
Reduced
16
Sold out
2
Shares held by filers
658,130

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…199,804$13.2M0.26%+101,04213F-HRTimeline
FLOW TRADERS U.S. LLC78,102$5.17M0.22%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,923$2.97M<0.01%-10,52513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,115$2.46M<0.01%-8,71913F-HRTimelineGroup
GHP Investment Advisors, Inc.33,030$2.19M0.11%-57113F-HRTimeline
SMITH, MOORE & CO.31,888$2.11M0.2%+913F-HRTimeline
Geneos Wealth Management Inc.26,007$1.72M0.03%+13,89213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,774$1.71M<0.01%-9,97213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,158$1.47M<0.01%-2,81113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,852$1.45M<0.01%+4,15113F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,081$1.13M<0.01%+1,95813F-HRTimelineGroup
Cetera Investment Advisers15,599$1.03M<0.01%+58313F-HRTimeline
One Capital Management, LLC10,708$709K0.02%-1,00913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,976$661K<0.01%-43013F-HR/ATimelineGroup
True Link Financial Advisors, LLC8,845$585K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,801$516K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,770$514K<0.01%-10,27113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,730$445K<0.01%-20513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,905$391K<0.01%-1,86613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,134$340K<0.01%-2,02213F-HRTimeline
LPL Financial LLC4,585$304K<0.01%-5213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,825$253K<0.01%-4413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,809$252K<0.01%-58113F-HRTimelineGroup
WealthShield Partners, LLC3,704$245K0.03%+29613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,678$243K0.03%new13F-HRTimeline
Cascade Financial Partners, LLC3,650$242K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,567$236K<0.01%+713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,500$232K0.01%+1513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,450$228K0.01%-41113F-HRTimelineGroup
Farther Finance Advisors, LLC1,871$124K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,325$88.4K<0.01%013F-HR/ATimelineGroup
Washington Trust Advisors, Inc.1,312$86.8K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$80.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.867$57.4K0.01%+313F-HRTimeline
MAI Capital Management562$37.2K<0.01%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412$27.3K<0.01%-26013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$16.5K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$10.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$6.62K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC65$4.3K<0.01%+2613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.