Wisdomtree Intl M/C DVD FundDIMETF
13F holders, Q1 2025 (March 31)40holders +3
5new positions
2sold out
$66.19avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($13.2M), Flow Traders U.S. LLC ($5.2M) and Morgan Stanley ($3.0M).
- Company
- Wisdomtree Intl M/C DVD Fund
- CUSIP
- 97717W778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.6M |
| Exits | 2 | $423K |
All 13F filers, Q4 2024 → Q1 2025: 208,720 shares bought and 56,715 shares sold, net +152,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +102.3% | 199,804 | $13.2M |
| Flow Traders U.S. LLC | 0.22% | New | 78,102 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -19.0% | 44,923 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.0% | 37,115 | $2.5M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -1.7% | 33,030 | $2.2M |
| Smith, Moore & Co. | 0.20% | Add +0.0% | 31,888 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 25,774 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 22,158 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.4% | 21,852 | $1.4M |
| UBS Group AG | 0.00% | Add +12.9% | 17,081 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 15,599 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Add +2.7% | 12,445 | $824K |
| One Capital Management, LLC | 0.02% | Reduce -8.6% | 10,708 | $709K |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 9,976 | $661K |
| True Link Financial Advisors, LLC | 0.04% | New | 8,845 | $585K |
| Bank of New York Mellon Corp | 0.00% | New | 7,801 | $516K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.9% | 7,770 | $514K |
| Invesco Ltd. | 0.00% | Reduce -3.0% | 6,730 | $445K |
| Jane Street Group, LLC | 0.00% | Reduce -24.0% | 5,905 | $391K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.3% | 5,134 | $340K |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 4,585 | $304K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 3,825 | $253K |
| Park Avenue Securities LLC | 0.00% | Reduce -13.2% | 3,809 | $252K |
| WealthShield Partners, LLC | 0.03% | Add +8.7% | 3,704 | $245K |
| Cahill Financial Advisors Inc. | 0.03% | New | 3,678 | $243K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,650 | $242K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 3,567 | $236K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 3,500 | $232K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.6% | 3,450 | $228K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,871 | $124K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,325 | $88K |
| 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% | 867 | $57K |
| MAI Capital Management | 0.00% | Add +0.5% | 562 | $37K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.7% | 412 | $27K |
| Principal Securities, Inc. | 0.00% | No change | 271 | $16K |
| National Bank of Canada | 0.00% | No change | 165 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Add +66.7% | 65 | $4K |
"% 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.