Skip to content
Disclosery

DIM WISDOMTREE TR

Follow

INTL MIDCAP DV (fund)

48 managers (48 13F filers) reported a position in DIM shares at 2026-03-31, 529,572 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
6
Added
17
Reduced
15
Sold out
5
Shares held by filers
529,572

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…108,577$8.99M0.15%+19,91613F-HRTimeline
WealthShield Partners, LLC32,108$2.66M0.3%+3,65613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY31,979$2.65M<0.01%-61113F-HRTimelineGroup
FLOW TRADERS U.S. LLC31,751$2.63M0.08%-58213F-HRTimeline
SMITH, MOORE & CO.31,594$2.62M0.19%-11513F-HRTimeline
GHP Investment Advisors, Inc.31,490$2.61M0.11%-42813F-HRTimeline
Phillip James Consulting Co.31,003$2.11M1.6%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,925$1.98M<0.01%-1,40413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,646$1.96M<0.01%+33713F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,775$1.89M<0.01%-35013F-HRTimelineGroup
Sanctuary Advisors, LLC18,703$1.55M0.01%+7,49113F-HRTimeline
UBS Group AGin group UBS Group AG16,517$1.37M<0.01%-25513F-HRTimelineGroup
Cetera Investment Advisers15,577$1.29M<0.01%-95113F-HRTimeline
Geneos Wealth Management Inc.13,166$1.09M0.03%+21313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,901$986K<0.01%+7,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,077$752K<0.01%-55913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,860$651K<0.01%-38713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,657$551K<0.01%new13F-HRTimelineGroup
LPL Financial LLC5,674$470K<0.01%+24313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,164$428K<0.01%-20413F-HRTimelineGroup
Private Advisor Group, LLC4,725$391K<0.01%-33613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,435$367K0.04%+43113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,900$323K0.01%+7013F-HRTimelineGroup
Cascade Financial Partners, LLC3,650$302K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,631$301K<0.01%+113F-HRTimelineGroup
Elm3 Financial Group, LLC3,473$288K0.24%+2813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,417$283K<0.01%-4613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,116$258K<0.01%-1,00013F-HRTimeline
Sigma Planning Corp2,799$232K0.01%new13F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …2,710$224K0.11%+213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,555$212K<0.01%-1,02413F-HRTimelineGroup
TopTier Wealth Management, LLC2,488$206K0.13%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,889$152K<0.01%+30413F-HRTimelineGroup
Farther Finance Advisors, LLC1,720$145K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.1,312$109K0.01%013F-HRTimeline
Asset Dedication, LLC1,210$100K0.01%013F-HRTimeline
IFP Advisors, Inc1,137$94.2K<0.01%+213F-HRTimeline
SOA Wealth Advisors, LLC.595$49.2K0.01%+113F-HRTimeline
MAI Capital Management580$48K<0.01%+113F-HRTimeline
RMG Wealth Management LLC543$29.8K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/165$13.7K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC100$8.29K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC85$7.04K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.57$4.72K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC44$3.67K<0.01%+113F-HRTimelineGroup
Advisory Services Network, LLC37$3.05K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$2.9K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$1.66K<0.01%new13F-HRTimelineGroup