Wisdomtree Intl M/C DVD FundDIMETF

13F holders, Q3 2024 (September 30)
42holders −1
4new positions
4sold out
$66.33avg. 13F price*

At the end of Q3 2024, 42 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings, down 1 from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($13.3M), Susquehanna International Group, LLP ($3.5M) and Morgan Stanley ($2.8M).

Company
Wisdomtree Intl M/C DVD Fund
CUSIP
97717W778
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 41Q1 2024Q2 2024: 43Q2 2024Q3 2024: 42Q3 2024Q4 2024: 37Q4 2024Q1 2025: 40Q1 2025Q2 2025: 45Q2 2025Q3 2025: 49Q3 2025Q4 2025: 47Q4 2025Q1 2026: 48Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$652K
Exits4$755K

All 13F filers, Q2 2024 → Q3 2024: 129,579 shares bought and 34,134 shares sold, net +95,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Mesirow Financial Investment Management, Inc. 0.26% Add +98.8% 200,104 $13.3M
Susquehanna International Group, LLP 0.01% Add +0.2% 52,050 $3.5M
Morgan Stanley 0.00% Reduce -14.0% 42,460 $2.8M
Flow Traders U.S. LLC 0.14% Add +38.0% 40,616 $2.7M
GHP Investment Advisors, Inc. 0.11% Reduce -15.9% 34,563 $2.3M
Bank of America Corp. 0.00% Reduce -2.2% 32,307 $2.1M
Smith, Moore & Co. 0.20% Add +0.2% 32,186 $2.1M
Wells Fargo & Company 0.00% Reduce -2.5% 25,805 $1.7M
Rockefeller Capital Management L.P. 0.00% Add +3.2% 16,444 $1.1M
Jane Street Group, LLC 0.00% Add +38.3% 15,994 $1.1M
UBS Group AG 0.00% Reduce -8.9% 15,939 $1.1M
Cetera Investment Advisers 0.00% Reduce -0.4% 14,268 $947K
One Capital Management, LLC 0.03% Reduce -1.4% 12,741 $845K
Geneos Wealth Management Inc. 0.03% Add +8.3% 11,495 $763K
Royal Bank of Canada 0.00% Reduce -1.1% 11,403 $756K
Commonwealth Equity Services, LLC 0.00% Reduce -2.3% 10,452 $693K
Invesco Ltd. 0.00% Reduce -12.9% 6,852 $455K
LPL Financial LLC 0.00% Reduce -14.9% 4,685 $311K
WealthShield Partners, LLC 0.04% Add +25.6% 4,220 $280K
Private Advisor Group, LLC 0.00% Reduce -1.0% 3,957 $263K
Apollon Wealth Management, LLC 0.01% Add +0.1% 3,857 $256K
Stifel Financial Corp. 0.00% Reduce -44.0% 3,548 $235K
Cascade Financial Partners, LLC 0.03% No change 3,650 $233K
Signature Estate & Investment Advisors LLC 0.01% Add +0.5% 3,457 $229K
Beacon Pointe Advisors, LLC 0.00% New 3,300 $219K
FinTrust Capital Advisors, LLC 0.04% Add +30.4% 3,175 $211K
Cahill Financial Advisors Inc. 0.03% New 3,080 $204K
Envestnet Asset Management Inc. 0.00% New 3,042 $202K
FMR LLC 0.00% Add +150000.0% 1,501 $100K
Washington Trust Advisors, Inc. 0.01% No change 1,312 $87K
Asset Dedication, LLC 0.01% No change 1,210 $80K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 903 $60K
Osaic Holdings, Inc. 0.00% No change 672 $45K
Carmichael Hill & Associates, Inc. 0.01% Add +0.5% 555 $37K
Jones Financial Companies LLLP 0.00% New 400 $27K
Capital Analysts, LLC 0.00% No change 350 $23K
Principal Securities, Inc. 0.00% No change 255 $17K
National Bank of Canada 0.00% No change 165 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $7K
Viewpoint Capital Management LLC 0.00% No change 50 $3K
Main Street Group, LTD 0.00% No change 40 $3K
Founders Financial Alliance, LLC 0.00% No change 39 $3K

"% 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.