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Disclosery

DIM WISDOMTREE TR

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INTL MIDCAP DV (fund)

46 managers (46 13F filers) reported a position in DIM shares at 2025-06-30, 462,597 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
9
Added
12
Reduced
15
Sold out
4
Shares held by filers
462,597

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…101,287$7.63M0.15%-98,51713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,572$2.6M<0.01%-10,35113F-HRTimelineGroup
GHP Investment Advisors, Inc.32,827$2.47M0.11%-20313F-HRTimeline
SMITH, MOORE & CO.31,888$2.4M0.2%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,954$2.18M<0.01%-8,16113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,565$1.93M<0.01%-20913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,866$1.65M<0.01%+1413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,264$1.38M<0.01%-3,89413F-HRTimelineGroup
Cetera Investment Advisers16,187$1.22M<0.01%+58813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,004$1.21M0.13%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,246$1.15M<0.01%-1,83513F-HRTimelineGroup
Geneos Wealth Management Inc.12,445$937K0.02%-13,56213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,216$769K<0.01%+2,44613F-HRTimelineGroup
One Capital Management, LLC9,967$751K0.03%-74113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,422$710K<0.01%-55413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…9,337$703K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC7,845$591K0.04%-1,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,875$518K<0.01%+3,06613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,171$465K<0.01%-55913F-HRTimelineGroup
WealthShield Partners, LLC6,104$460K0.06%+2,40013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,770$359K<0.01%-36413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,035$304K0.04%+35713F-HRTimeline
LPL Financial LLC3,950$297K<0.01%-63513F-HRTimeline
Cascade Financial Partners, LLC3,650$275K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,612$272K<0.01%+4513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,568$269K0.01%+6813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,458$260K0.01%+813F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,678$202K0.1%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,871$141K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,510$113K<0.01%+18513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,414$107K<0.01%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.1,312$98.8K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$91.1K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,129$85K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,123$84.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.587$44.2K0.01%-28013F-HRTimeline
MAI Capital Management573$43.1K<0.01%+1113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412$31K<0.01%013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$20.4K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$12.4K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…100$7.53K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC72$5.42K<0.01%+713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…49$3.71K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$2.64K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$75<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.