Wisdomtree Intl M/C DVD FundDIMETF
13F holders, Q1 2026 (March 31)48holders +1
6new positions
5sold out
$81.93avg. 13F price*
At the end of Q1 2026, 48 institutions reported holding Wisdomtree Intl M/C DVD Fund (DIM) in their 13F filings, up 1 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were Mesirow Financial Investment Management, Inc. ($9.0M), WealthShield Partners, LLC ($2.7M) and Morgan Stanley ($2.6M).
- Company
- Wisdomtree Intl M/C DVD Fund
- CUSIP
- 97717W778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 5 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 80,756 shares bought and 37,653 shares sold, net +43,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Mesirow Financial Investment Management, Inc. | 0.15% | Add +22.5% | 108,577 | $9.0M |
| WealthShield Partners, LLC | 0.30% | Add +12.8% | 32,108 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 31,979 | $2.6M |
| Flow Traders U.S. LLC | 0.08% | Reduce -1.8% | 31,751 | $2.6M |
| Smith, Moore & Co. | 0.19% | Reduce -0.4% | 31,594 | $2.6M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -1.3% | 31,490 | $2.6M |
| Phillip James Consulting Co. | 1.60% | New | 31,003 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 23,925 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 23,646 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 22,775 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +66.8% | 18,703 | $1.5M |
| UBS Group AG | 0.00% | Reduce -1.5% | 16,517 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -5.8% | 15,577 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +1.6% | 13,166 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +142.8% | 11,901 | $986K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.8% | 9,077 | $752K |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 7,860 | $651K |
| Park Avenue Securities LLC | 0.00% | New | 6,657 | $551K |
| LPL Financial LLC | 0.00% | Add +4.5% | 5,674 | $470K |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 5,164 | $428K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.6% | 4,725 | $391K |
| Cahill Financial Advisors Inc. | 0.04% | Add +10.8% | 4,435 | $367K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.8% | 3,900 | $323K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,650 | $302K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 3,631 | $301K |
| Elm3 Financial Group, LLC | 0.24% | Add +0.8% | 3,473 | $288K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.3% | 3,417 | $283K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.3% | 3,116 | $258K |
| Sigma Planning Corp | 0.01% | New | 2,799 | $232K |
| Wealthcare Capital Partners, LLC | 0.11% | Add +0.1% | 2,710 | $224K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.6% | 2,555 | $212K |
| TopTier Wealth Management, LLC | 0.13% | No change | 2,488 | $206K |
| Jones Financial Companies LLLP | 0.00% | Add +19.2% | 1,889 | $152K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,720 | $145K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,312 | $109K |
| Asset Dedication, LLC | 0.01% | No change | 1,210 | $100K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 1,137 | $94K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.2% | 595 | $49K |
| MAI Capital Management | 0.00% | Add +0.2% | 580 | $48K |
| RMG Wealth Management LLC | 0.00% | New | 543 | $30K |
| National Bank of Canada | 0.00% | No change | 165 | $14K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 100 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 85 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 57 | $5K |
| FMR LLC | 0.00% | Add +2.3% | 44 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 37 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 35 | $3K |
| Osaic Holdings, Inc. | 0.00% | New | 20 | $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.