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Disclosery

DIM WISDOMTREE TR

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INTL MIDCAP DV (fund)

47 managers (47 13F filers) reported a position in DIM shares at 2025-12-31, 486,469 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
47
13F filers
47
New
4
Added
20
Reduced
11
Sold out
8
Shares held by filers
486,469

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…88,661$7.14M0.15%-13,19613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,590$2.63M<0.01%-27213F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC32,333$2.6M0.09%+19,06013F-HRTimeline
GHP Investment Advisors, Inc.31,918$2.57M0.11%-9413F-HRTimeline
SMITH, MOORE & CO.31,709$2.55M0.19%-4613F-HRTimeline
WealthShield Partners, LLC28,452$2.29M0.25%+6,61413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,329$2.04M<0.01%+1913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,309$1.88M<0.01%+3,59613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,125$1.86M<0.01%+1,25413F-HR/ATimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC18,934$1.53M0.14%+69413F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,772$1.35M<0.01%+6313F-HRTimelineGroup
Cetera Investment Advisers16,528$1.33M<0.01%+2913F-HRTimeline
Geneos Wealth Management Inc.12,953$1.04M0.03%+50813F-HRTimeline
Sanctuary Advisors, LLC11,212$903K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,636$776K<0.01%-61413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,247$664K<0.01%-9813F-HRTimelineGroup
True Link Financial Advisors, LLC7,845$632K0.04%013F-HRTimeline
LPL Financial LLC5,431$438K<0.01%+80413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,368$432K<0.01%-47113F-HRTimelineGroup
Private Advisor Group, LLC5,061$408K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,901$395K<0.01%-1,47413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,116$332K<0.01%-55813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,004$323K0.04%+913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,830$309K0.01%+2013F-HRTimelineGroup
Cascade Financial Partners, LLC3,650$294K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,630$292K<0.01%+813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,579$288K<0.01%-8,49013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,463$279K<0.01%+313F-HRTimelineGroup
Elm3 Financial Group, LLC3,445$278K0.23%+34113F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,708$218K0.1%+1413F-HRTimelineGroup
&PARTNERS2,504$202K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC2,488$200K0.14%13F-HRTimeline
Farther Finance Advisors, LLC1,720$139K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,585$128K<0.01%+7513F-HRTimelineGroup
Washington Trust Advisors, Inc.1,312$106K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$97.5K0.01%013F-HRTimeline
IFP Advisors, Inc1,135$91.4K<0.01%+613F-HRTimeline
SOA Wealth Advisors, LLC.594$47.9K0.01%+313F-HRTimeline
MAI Capital Management579$46.7K<0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$13.3K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…100$8.06K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC100$8.06K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC85$6.85K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.57$4.59K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC43$3.48K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$2.82K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC18$1.45K<0.01%-1413F-HRTimeline