Wisdomtree Intl M/C DVD FundDIMETF

13F holders, Q2 2025 (June 30)
45holders +5
9new positions
4sold out
$75.31avg. 13F price*

At the end of Q2 2025, 45 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings, up 5 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($7.6M), Morgan Stanley ($2.6M) and GHP Investment Advisors, Inc. ($2.5M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$2.4M
Exits4$6.3M

All 13F filers, Q1 2025 → Q2 2025: 40,965 shares bought and 222,936 shares sold, net −181,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

Mesirow Financial Investment Management, Inc. 0.15% Reduce -49.3% 101,287 $7.6M
Morgan Stanley 0.00% Reduce -23.0% 34,572 $2.6M
GHP Investment Advisors, Inc. 0.11% Reduce -0.6% 32,827 $2.5M
Smith, Moore & Co. 0.20% No change 31,888 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -22.0% 28,954 $2.2M
Bank of America Corp. 0.00% Reduce -0.8% 25,565 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +0.1% 21,866 $1.6M
Wells Fargo & Company 0.00% Reduce -17.6% 18,264 $1.4M
Cetera Investment Advisers 0.00% Add +3.8% 16,187 $1.2M
Inspire Advisors, LLC 0.13% New 16,004 $1.2M
UBS Group AG 0.00% Reduce -10.7% 15,246 $1.1M
Geneos Wealth Management Inc. 0.02% No change 12,445 $937K
Envestnet Asset Management Inc. 0.00% Add +31.5% 10,216 $769K
One Capital Management, LLC 0.03% Reduce -6.9% 9,967 $751K
Royal Bank of Canada 0.00% Reduce -5.5% 9,422 $710K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,337 $703K
True Link Financial Advisors, LLC 0.04% Reduce -11.3% 7,845 $591K
Park Avenue Securities LLC 0.00% Add +80.5% 6,875 $518K
Invesco Ltd. 0.00% Reduce -8.3% 6,171 $465K
WealthShield Partners, LLC 0.06% Add +64.8% 6,104 $460K
Commonwealth Equity Services, LLC 0.00% Reduce -7.1% 4,770 $359K
Cahill Financial Advisors Inc. 0.04% Add +9.7% 4,035 $304K
LPL Financial LLC 0.00% Reduce -13.8% 3,950 $297K
Cascade Financial Partners, LLC 0.03% No change 3,650 $275K
Stifel Financial Corp. 0.00% Add +1.3% 3,612 $272K
Signature Estate & Investment Advisors LLC 0.01% Add +1.9% 3,568 $269K
Apollon Wealth Management, LLC 0.01% Add +0.2% 3,458 $260K
Wealthcare Capital Partners, LLC 0.10% New 2,678 $202K
Farther Finance Advisors, LLC 0.00% No change 1,871 $141K
Jones Financial Companies LLLP 0.00% Add +14.0% 1,510 $113K
Raymond James Financial Inc. 0.00% New 1,414 $107K
Washington Trust Advisors, Inc. 0.01% No change 1,312 $99K
Asset Dedication, LLC 0.01% No change 1,210 $91K
Exchange Traded Concepts, LLC 0.00% New 1,129 $85K
IFP Advisors, Inc 0.00% New 1,123 $85K
SOA Wealth Advisors, LLC. 0.01% Reduce -32.3% 587 $44K
MAI Capital Management 0.00% Add +2.0% 573 $43K
Osaic Holdings, Inc. 0.00% No change 412 $31K
Principal Securities, Inc. 0.00% No change 271 $20K
National Bank of Canada 0.00% No change 165 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $8K
Founders Financial Alliance, LLC 0.00% Add +10.8% 72 $5K
Ameritas Advisory Services, LLC 0.00% New 49 $4K
Russell Investments Group, Ltd. 0.00% New 35 $3K
FMR LLC 0.00% New 1 $75

"% 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.