Wisdomtree Intl M/C DVD FundDIMETF

13F holders, Q4 2024 (December 31)
37holders −5
4new positions
7sold out
1famous investor
$60.74avg. 13F price*

At the end of Q4 2024, 37 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings, down 5 from Q3 2024. 4 opened new positions and 7 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($6.0M), Morgan Stanley ($3.4M) and Susquehanna International Group, LLP ($2.8M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$913K
Exits7$3.4M

All 13F filers, Q3 2024 → Q4 2024: 50,140 shares bought and 177,049 shares sold, net −126,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Mesirow Financial Investment Management, Inc. 0.12% Reduce -50.6% 98,762 $6.0M
Morgan Stanley 0.00% Add +30.6% 55,448 $3.4M
Susquehanna International Group, LLP 0.00% Reduce -11.9% 45,834 $2.8M
Bank of America Corp. 0.00% Add +10.6% 35,746 $2.2M
GHP Investment Advisors, Inc. 0.10% Reduce -2.8% 33,601 $2.0M
Smith, Moore & Co. 0.18% Reduce -0.9% 31,879 $1.9M
Wells Fargo & Company 0.00% Reduce -3.2% 24,969 $1.5M
Envestnet Asset Management Inc. 0.00% Add +493.1% 18,041 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +7.6% 17,701 $1.1M
UBS Group AG 0.00% Reduce -5.1% 15,123 $919K
Cetera Investment Advisers 0.00% Add +5.2% 15,016 $912K
Geneos Wealth Management Inc. 0.03% Add +5.4% 12,115 $736K
One Capital Management, LLC 0.02% Reduce -8.0% 11,717 $712K
Royal Bank of Canada 0.00% Reduce -8.7% 10,406 $632K
Jane Street Group, LLC 0.00% Reduce -51.4% 7,771 $472K
Commonwealth Equity Services, LLC 0.00% Reduce -31.5% 7,156 $435K
Invesco Ltd. 0.00% Add +1.2% 6,935 $421K
Citadel Advisors 0.00% New 6,203 $377K
LPL Financial LLC 0.00% Reduce -1.0% 4,637 $282K
Park Avenue Securities LLC 0.00% New 4,390 $267K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,869 $235K
Apollon Wealth Management, LLC 0.01% Add +0.1% 3,861 $235K
Cascade Financial Partners, LLC 0.03% No change 3,650 $222K
Stifel Financial Corp. 0.00% Add +0.3% 3,560 $216K
Signature Estate & Investment Advisors LLC 0.01% Add +0.8% 3,485 $212K
WealthShield Partners, LLC 0.03% Reduce -19.2% 3,408 $207K
Jones Financial Companies LLLP 0.00% Add +231.3% 1,325 $80K
Washington Trust Advisors, Inc. 0.01% No change 1,312 $80K
Asset Dedication, LLC 0.01% No change 1,210 $73K
SOA Wealth Advisors, LLC. 0.01% Reduce -4.3% 864 $52K
FMR LLC 0.00% Reduce -49.2% 763 $46K
Osaic Holdings, Inc. 0.00% No change 672 $41K
MAI Capital Management 0.00% New 559 $34K
Principal Securities, Inc. 0.00% Add +6.3% 271 $16K
National Bank of Canada 0.00% No change 165 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $6K
Founders Financial Alliance, LLC 0.00% No change 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.