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Disclosery

DIM WISDOMTREE TR

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INTL MIDCAP DV (fund)

49 managers (49 13F filers) reported a position in DIM shares at 2025-09-30, 475,368 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
19
Reduced
12
Sold out
3
Shares held by filers
475,368

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…101,857$7.87M0.14%+57013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,862$2.54M<0.01%-1,71013F-HR/ATimelineGroup
GHP Investment Advisors, Inc.32,012$2.47M0.1%-81513F-HRTimeline
SMITH, MOORE & CO.31,755$2.45M0.19%-13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,310$1.96M<0.01%-25513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,871$1.69M<0.01%+513F-HRTimelineGroup
WealthShield Partners, LLC21,838$1.69M0.19%+15,73413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,713$1.52M<0.01%+1,44913F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC18,240$1.41M0.13%+2,23613F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,709$1.29M<0.01%+1,46313F-HRTimelineGroup
Cetera Investment Advisers16,499$1.28M<0.01%+31213F-HRTimeline
FLOW TRADERS U.S. LLC13,273$1.03M0.04%new13F-HRTimeline
Geneos Wealth Management Inc.12,445$962K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,069$933K<0.01%-16,88513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,250$792K<0.01%+3413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,345$645K<0.01%-1,07713F-HRTimelineGroup
True Link Financial Advisors, LLC7,845$606K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,257$561K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,713$519K<0.01%-16213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,375$493K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.5,839$451K<0.01%-33213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,674$361K<0.01%-9613F-HRTimeline
LPL Financial LLC4,627$358K<0.01%+67713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,995$309K0.04%-4013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,810$294K0.01%+24213F-HRTimelineGroup
Cascade Financial Partners, LLC3,650$282K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,622$280K<0.01%+1013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,460$267K<0.01%+213F-HRTimelineGroup
Elm3 Financial Group, LLC3,104$240K0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,833$219K<0.01%new13F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,694$208K0.1%+1613F-HRTimelineGroup
Farther Finance Advisors, LLC1,720$133K<0.01%-15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,510$116K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.1,312$101K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$93.5K0.01%013F-HRTimeline
IFP Advisors, Inc1,129$87.3K<0.01%+613F-HR/ATimeline
SOA Wealth Advisors, LLC.591$45.7K0.01%+413F-HRTimeline
MAI Capital Management576$44.5K<0.01%+313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…455$35.1K<0.01%+40613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412$31.8K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC271$20.9K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$12.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC139$11K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$7.73K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC85$6.57K<0.01%+1313F-HRTimeline
FMR LLCin group FMR LLC43$3.34K<0.01%+4213F-HRTimelineGroup
Advisory Services Network, LLC37$2.83K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$2.71K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC32$2.47K<0.01%-1,09713F-HRTimeline