Wisdomtree Intl M/C DVD FundDIMETF
13F holders, Q1 2024 (March 31)41holders
1famous investor
$62.89avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings. The largest holders were Mesirow Financial Investment Management, Inc. ($6.3M), Morgan Stanley ($3.2M) and GHP Investment Advisors, Inc. ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Intl M/C DVD Fund
- CUSIP
- 97717W778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 5 | $926K |
Ownership 41 holders
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +15.6% | 99,917 | $6.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 51,390 | $3.2M |
| GHP Investment Advisors, Inc. | 0.16% | Reduce -9.4% | 50,007 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 33,506 | $2.1M |
| Smith, Moore & Co. | 0.22% | Reduce -8.3% | 32,251 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +1.8% | 26,620 | $1.7M |
| UBS Group AG | 0.00% | Reduce -5.0% | 17,534 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.5% | 16,669 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -81.8% | 15,275 | $961K |
| Cetera Investment Advisers | 0.00% | New | 15,259 | $960K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.0% | 15,177 | $955K |
| Old Mission Capital LLC | 0.02% | Add +35.2% | 15,080 | $949K |
| One Capital Management, LLC | 0.03% | Reduce -4.7% | 13,090 | $823K |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 11,670 | $734K |
| LPL Financial LLC | 0.00% | Add +11.7% | 11,405 | $717K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 10,546 | $663K |
| Bank of New York Mellon Corp | 0.00% | Add +105.6% | 10,494 | $660K |
| Geneos Wealth Management Inc. | 0.03% | Add +26.2% | 9,407 | $592K |
| Invesco Ltd. | 0.00% | Add +1.4% | 9,351 | $588K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 6,312 | $397K |
| Jane Street Group, LLC | 0.00% | Reduce -94.9% | 6,233 | $392K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 4,964 | $312K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.3% | 3,975 | $250K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 3,846 | $242K |
| Cascade Financial Partners, LLC | 0.03% | — | 3,650 | $223K |
| Cedar Brook Financial Partners, LLC | 0.04% | Add +0.2% | 3,376 | $212K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,300 | $208K |
| WealthShield Partners, LLC | 0.03% | Reduce -11.8% | 3,240 | $204K |
| FinTrust Capital Advisors, LLC | 0.03% | New | 2,435 | $153K |
| Asset Dedication, LLC | 0.01% | No change | 1,210 | $76K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 888 | $56K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 768 | $48K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +0.2% | 542 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 350 | $22K |
| Principal Securities, Inc. | 0.00% | Add +6.7% | 255 | $16K |
| National Bank of Canada | 0.00% | No change | 165 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.6% | 65 | $4K |
| Realta Investment Advisors | 0.00% | New | 62 | $4K |
| Main Street Group, LTD | 0.00% | No change | 40 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -33.9% | 39 | $2K |
"% of holder's portfolio" is DIM's weight in each manager's 13F, not the share of Wisdomtree Intl M/C DVD Fund the manager owns.