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DIM Institutional Ownership

WisdomTree International MidCap Dividend Fund
1W: -1.9% 1M: -3.5% 3M: -1.0% YTD: +6.0% 1Y: +10.7% 3Y: +66.2% 5Y: +46.5%
$85.98
+1.01 (+1.19%)
 
Weekly Expected Move ±1.6%
$83 $85 $86 $87 $89
ETF AMEX · AUM $157.9M

Institutional Ownership — DIM

54
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
6
New Positions
21
Increased
17
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Mesirow Financial Investment Managemen 107,957 9M -620 -0.6% 11Q SEC ↗
2 FLOW TRADERS U.S. LLC 33,485 3M +1,734 +5.5% 4Q SEC ↗
3 MORGAN STANLEY 32,139 3M +160 +0.5% 60Q SEC ↗
4 SMITH, MOORE & CO. 31,594 3M — +0.0% 51Q SEC ↗
5 GHP Investment Advisors, Inc. 30,975 3M -515 -1.6% 73Q SEC ↗
6 WELLS FARGO & COMPANY/MN 26,104 2M +2,458 +10.4% 71Q SEC ↗
7 BANK OF AMERICA CORP /DE 23,954 2M +29 +0.1% 15Q SEC ↗
8 Sanctuary Advisors, LLC 23,751 2M +5,048 +27.0% 3Q SEC ↗
9 Rockefeller Capital Management L.P. 22,039 2M -736 -3.2% 26Q SEC ↗
10 Cetera Investment Advisers 15,329 1M -248 -1.6% 10Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,473 1M +11,918 +466.5% 12Q SEC ↗
12 UBS Group AG 14,278 1M -2,239 -13.6% 47Q SEC ↗
13 Geneos Wealth Management Inc. 13,211 1M +45 +0.3% 41Q SEC ↗
14 Farther Finance Advisors, LLC 11,102 955K +9,382 +545.5% 6Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 8,823 759K -254 -2.8% 8Q SEC ↗
16 ROYAL BANK OF CANADA 8,342 717K +482 +6.1% 67Q SEC ↗
17 JANE STREET GROUP, LLC 8,124 699K -3,777 -31.7% 4Q SEC ↗
18 PARK AVENUE SECURITIES LLC 6,337 545K -320 -4.8% 2Q SEC ↗
19 LPL Financial LLC 6,159 530K +485 +8.5% 20Q SEC ↗
20 OSAIC HOLDINGS, INC. 5,103 439K +5,083 +25415.0% 2Q SEC ↗
21 Invesco Ltd. 4,829 415K -335 -6.5% 61Q SEC ↗
22 CAHILL FINANCIAL ADVISORS INC 4,626 398K +191 +4.3% 6Q SEC ↗
23 SIGNATURE ESTATE & INVESTMENT ADVISORS 3,975 342K +75 +1.9% 9Q SEC ↗
24 RAYMOND JAMES FINANCIAL INC NEW 3,897 335K — +0.0% 1Q SEC ↗
25 ASSETMARK, INC NEW 3,755 323K — +0.0% 1Q SEC ↗
26 STIFEL FINANCIAL CORP 3,662 315K +31 +0.9% 23Q SEC ↗
27 Cascade Financial Partners, LLC 3,650 314K — +0.0% 10Q SEC ↗
28 Apollon Wealth Management, LLC 3,424 294K +7 +0.2% 11Q SEC ↗
29 Elm3 Financial Group, LLC 3,343 287K -130 -3.7% 4Q SEC ↗
30 COMMONWEALTH EQUITY SERVICES, LLC 3,118 268K +2 +0.1% 35Q SEC ↗
31 Sigma Planning Corp 2,799 241K — +0.0% 2Q SEC ↗
32 Wealthcare Capital Partners, LLC 2,760 237K +50 +1.8% 5Q SEC ↗
33 Destination Wealth Management NEW 2,756 237K — +0.0% 1Q SEC ↗
34 TopTier Wealth Management, LLC 2,506 215K +18 +0.7% 3Q SEC ↗
35 JONES FINANCIAL COMPANIES LLLP 2,245 193K +356 +18.8% 8Q SEC ↗
36 Washington Trust Advisors, Inc. 1,312 113K — +0.0% 19Q SEC ↗
37 Asset Dedication, LLC 1,210 104K — +0.0% 36Q SEC ↗
38 IFP Advisors, Inc 1,137 98K — +0.0% 5Q SEC ↗
39 SOA Wealth Advisors, LLC. 606 52K +11 +1.8% 23Q SEC ↗
40 Capital Investment Advisory Services, NEW 500 43K — +0.0% 1Q SEC ↗
41 Ameritas Advisory Services, LLC NEW 466 40K — +0.0% 1Q SEC ↗
42 Institute for Wealth Management, LLC. NEW 354 30K — +0.0% 1Q SEC ↗
43 NATIONAL BANK OF CANADA /FI 165 14K — +0.0% 19Q SEC ↗
44 Hilton Head Capital Partners, LLC 101 9K +1 +1.0% 3Q SEC ↗
45 Founders Financial Alliance, LLC 85 7K — +0.0% 24Q SEC ↗
46 Pinnacle Wealth Planning Services, Inc 57 5K — +0.0% 3Q SEC ↗
47 Russell Investments Group, Ltd. 35 3K — +0.0% 5Q SEC ↗
48 FMR LLC 1 0K -43 -97.7% 5Q SEC ↗
49 Private Advisor Group, LLC 0 0K -4,725 -100.0% 2Q SEC ↗
50 True Link Financial Advisors, LLC 0 0K -7,845 -100.0% 4Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +11,918 +466.5% 14,473
Farther Finance Advisors, LLC +9,382 +545.5% 11,102
OSAIC HOLDINGS, INC. +5,083 +25415.0% 5,103
Sanctuary Advisors, LLC +5,048 +27.0% 23,751
WELLS FARGO & COMPANY/MN +2,458 +10.4% 26,104
FLOW TRADERS U.S. LLC +1,734 +5.5% 33,485
LPL Financial LLC +485 +8.5% 6,159
ROYAL BANK OF CANADA +482 +6.1% 8,342
JONES FINANCIAL COMPANIES LLLP +356 +18.8% 2,245
CAHILL FINANCIAL ADVISORS INC +191 +4.3% 4,626
MORGAN STANLEY +160 +0.5% 32,139
SIGNATURE ESTATE & INVESTMENT ADVIS +75 +1.9% 3,975
Wealthcare Capital Partners, LLC +50 +1.8% 2,760
Geneos Wealth Management Inc. +45 +0.3% 13,211
STIFEL FINANCIAL CORP +31 +0.9% 3,662
BANK OF AMERICA CORP /DE +29 +0.1% 23,954
TopTier Wealth Management, LLC +18 +0.7% 2,506
SOA Wealth Advisors, LLC. +11 +1.8% 606
Apollon Wealth Management, LLC +7 +0.2% 3,424
COMMONWEALTH EQUITY SERVICES, LLC +2 +0.1% 3,118
Biggest Decreases (11)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -3,777 -31.7% 8,124
UBS Group AG -2,239 -13.6% 14,278
Rockefeller Capital Management L.P. -736 -3.2% 22,039
Mesirow Financial Investment Manage -620 -0.6% 107,957
GHP Investment Advisors, Inc. -515 -1.6% 30,975
Invesco Ltd. -335 -6.5% 4,829
PARK AVENUE SECURITIES LLC -320 -4.8% 6,337
ENVESTNET ASSET MANAGEMENT INC -254 -2.8% 8,823
Cetera Investment Advisers -248 -1.6% 15,329
Elm3 Financial Group, LLC -130 -3.7% 3,343
FMR LLC -43 -97.7% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms