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WisdomTree International MidCap Dividend Fund (DIM) Institutional Ownership

$87.89 -1.11 (-1.25%)
Closing price 04:10 PM Eastern
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$87.87 -0.02 (-0.02%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International MidCap Dividend Fund (NYSEARCA:DIM)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$9.34M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.00M
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DIM Institutional Buying and Selling by Quarter

WisdomTree International MidCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.8,823$752K0.0%-2.8%0.477%
9/9/2026 Cahill Financial Advisors Inc.4,626$394K0.0%+4.3%0.243%
8/23/2026 Ameritas Advisory Services LLC466$40K0.0%N/A0.025%
5/19/2026 Bank of America Corp DE23,925$1.98M0.0%-5.5%1.259%
5/18/2026 Royal Bank of Canada7,860$651K0.0%-4.7%0.414%
5/14/2026 RMG Wealth Management LLC543$45K0.0%N/A0.029%
5/13/2026 Cetera Investment Advisers15,577$1.29M0.0%-5.8%0.820%
5/12/2026 Phillip James Consulting Co.31,003$2.57M1.9%N/A1.632%
5/5/2026 Geneos Wealth Management Inc.13,166$1.09M0.0%+1.6%0.693%
5/5/2026 Sanctuary Advisors LLC18,703$1.55M0.0%+66.8%0.984%
5/5/2026 Sigma Planning Corp2,799$232K0.0%N/A0.147%
5/1/2026 WealthShield Partners LLC32,108$2.66M0.3%+12.8%1.690%
4/27/2026 Private Advisor Group LLC4,725$391K0.0%-6.6%0.242%
4/21/2026 GHP Investment Advisors Inc.31,490$2.61M0.1%-1.3%1.615%
3/17/2026 Rockefeller Capital Management L.P.23,125$1.86M0.0%+5.7%1.186%
2/19/2026 Invesco Ltd.5,368$432K0.0%-8.1%0.275%
2/17/2026 &PARTNERS2,504$202K0.0%N/A0.128%
2/13/2026 Inspire Advisors LLC18,934$1.53M0.1%+3.8%0.971%
2/13/2026 Wells Fargo & Company MN23,309$1.88M0.0%+18.2%1.195%
2/12/2026 Jane Street Group LLC4,901$395K0.0%-23.1%0.251%
2/12/2026 TopTier Wealth Management LLC2,488$200K0.1%N/A0.128%
2/12/2026 Commonwealth Equity Services LLC4,116$332K0.0%-11.9%0.211%
2/11/2026 LPL Financial LLC5,431$438K0.0%+17.4%0.279%
2/5/2026 Mesirow Financial Investment Management Inc.88,661$7.14M0.1%-13.0%4.547%
2/3/2026 WealthShield Partners LLC28,452$2.29M0.3%+30.3%1.459%
1/29/2026 Sanctuary Advisors LLC11,212$903K0.0%N/A0.575%
1/28/2026 Geneos Wealth Management Inc.12,953$1.04M0.0%+4.1%0.664%
1/22/2026 Elm3 Financial Group LLC3,445$278K0.2%+11.0%0.172%
11/17/2025 Susquehanna International Group LLP12,069$933K0.0%-58.3%0.603%
11/17/2025 Flow Traders U.S. LLC13,273$1.03M0.0%N/A0.664%
11/17/2025 Citadel Advisors LLC2,833$219K0.0%N/A0.142%
11/17/2025 Bank of America Corp DE25,310$1.96M0.0%-1.0%1.266%
11/13/2025 UBS Group AG16,709$1.29M0.0%+9.6%0.835%
11/12/2025 Smith Moore & CO.31,755$2.45M0.2%-0.4%1.588%
11/12/2025 Mesirow Financial Investment Management Inc.101,857$7.87M0.1%+0.6%5.093%
11/6/2025 Ameritas Advisory Services LLC455$35K0.0%+828.6%0.023%
11/5/2025 Signature Estate & Investment Advisors LLC3,810$294K0.0%+6.8%0.191%
10/31/2025 WealthShield Partners LLC21,838$1.69M0.2%+257.8%1.092%
10/31/2025 GHP Investment Advisors Inc.32,012$2.47M0.1%-2.5%1.601%
10/29/2025 Inspire Advisors LLC18,240$1.41M0.1%+14.0%0.912%
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10/23/2025 Park Avenue Securities LLC6,713$519K0.0%-2.4%0.336%
10/21/2025 Elm3 Financial Group LLC3,104$240K0.2%N/A0.155%
10/14/2025 Farther Finance Advisors LLC1,720$133K0.0%-8.1%0.086%
8/15/2025 Bank of America Corp DE25,565$1.93M0.0%-0.8%1.247%
8/14/2025 Raymond James Financial Inc.1,414$107K0.0%N/A0.069%
8/13/2025 Invesco Ltd.6,171$465K0.0%-8.3%0.301%
8/11/2025 Inspire Advisors LLC16,004$1.21M0.1%N/A0.781%
8/8/2025 Cetera Investment Advisers16,187$1.22M0.0%+3.8%0.790%
8/8/2025 WealthShield Partners LLC6,104$460K0.1%+64.8%0.298%
8/7/2025 Cahill Financial Advisors Inc.4,035$304K0.0%+9.7%0.197%
8/5/2025 GHP Investment Advisors Inc.32,827$2.47M0.1%-0.6%1.601%
8/4/2025 Mesirow Financial Investment Management Inc.101,287$7.63M0.1%-49.3%4.941%
8/1/2025 Envestnet Asset Management Inc.10,216$769K0.0%+31.5%0.498%
7/24/2025 IFP Advisors Inc1,123$85K0.0%N/A0.055%
7/24/2025 True Link Financial Advisors LLC7,845$591K0.0%-11.3%0.383%
7/22/2025 Wealthcare Capital Partners LLC2,678$202K0.1%N/A0.131%
7/18/2025 SOA Wealth Advisors LLC.587$44K0.0%-32.3%0.029%
7/14/2025 Park Avenue Securities LLC6,875$518K0.0%+80.5%0.335%
5/21/2025Geneos Wealth Management Inc.12,445$824K0.0%+2.7%0.622%
5/19/2025Jane Street Group LLC5,905$391K0.0%-24.0%0.295%
5/15/2025Royal Bank of Canada9,976$661K0.0%-4.1%0.499%
5/14/2025Flow Traders U.S. LLC78,102$5.17M0.2%N/A3.905%
5/12/2025Invesco Ltd.6,730$445K0.0%-3.0%0.337%
5/9/2025WealthShield Partners LLC3,704$245K0.0%+8.7%0.185%
5/8/2025Mesirow Financial Investment Management Inc.199,804$13.23M0.3%+102.3%9.990%
5/6/2025Cetera Investment Advisers15,599$1.03M0.0%+3.9%0.780%
5/2/2025Apollon Wealth Management LLC3,450$228K0.0%-10.6%0.173%
4/29/2025Envestnet Asset Management Inc.7,770$514K0.0%-56.9%0.389%
4/29/2025Bank of New York Mellon Corp7,801$516K0.0%N/A0.390%
4/23/2025GHP Investment Advisors Inc.33,030$2.19M0.1%-1.7%1.611%
4/21/2025True Link Financial Advisors LLC8,845$585K0.0%N/A0.431%
4/14/2025Farther Finance Advisors LLC1,871$124K0.0%N/A0.091%
4/14/2025Park Avenue Securities LLC3,809$252K0.0%-13.2%0.186%
3/17/2025Wealth Enhancement Advisory Services LLC3,869$235K0.0%N/A0.189%
2/17/2025Cetera Investment Advisers15,016$912K0.0%+5.2%0.698%
2/17/2025Bank of America Corp DE35,746$2.17M0.0%+10.6%1.663%
2/14/2025Jane Street Group LLC7,771$472K0.0%-51.4%0.361%
2/14/2025Susquehanna International Group LLP45,834$2.78M0.0%-11.9%2.132%
2/13/2025Rockefeller Capital Management L.P.17,701$1.08M0.0%+7.6%0.823%
2/13/2025Envestnet Asset Management Inc.18,041$1.10M0.0%+493.1%0.839%
2/13/2025Wells Fargo & Company MN24,969$1.52M0.0%-3.2%1.161%
2/13/2025Smith Moore & CO.31,879$1.94M0.2%-1.0%1.483%
2/10/2025Commonwealth Equity Services LLC7,156$435K0.0%-31.5%0.333%
2/7/2025Mesirow Financial Investment Management Inc.98,762$6.00M0.1%-50.6%4.594%
2/6/2025One Capital Management LLC11,717$712K0.0%-8.0%0.545%
2/6/2025Jones Financial Companies Lllp1,325$80K0.0%+231.3%0.062%
2/4/2025WealthShield Partners LLC3,408$207K0.0%-19.2%0.159%
1/27/2025GHP Investment Advisors Inc.33,601$2.04M0.1%-2.8%1.563%
1/21/2025Geneos Wealth Management Inc.12,115$736K0.0%+5.4%0.563%
1/14/2025Park Avenue Securities LLC4,390$267K0.0%N/A0.204%
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11/15/2024Jane Street Group LLC15,994$1.06M0.0%+38.3%0.744%
11/15/2024Stifel Financial Corp3,548$235K0.0%-44.0%0.165%
11/14/2024Flow Traders U.S. LLC40,616$2.70M0.1%+38.0%1.889%
11/14/2024Rockefeller Capital Management L.P.16,444$1.09M0.0%+3.2%0.765%
11/13/2024FMR LLC1,501$100K0.0%+150,000.0%0.070%
11/12/2024Cahill Financial Advisors Inc.3,080$204K0.0%N/A0.143%
11/2/2024Mesirow Financial Investment Management Inc.200,104$13.28M0.3%+98.8%9.307%
10/24/2024GHP Investment Advisors Inc.34,563$2.29M0.1%-15.9%1.608%
8/9/2024One Capital Management LLC12,923$783K0.0%-1.3%0.601%
8/9/2024Mesirow Financial Investment Management Inc.100,641$6.10M0.1%+0.7%4.681%


DIM Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were Mesirow Financial Investment Management Inc. ($7.14M), WealthShield Partners LLC ($2.66M), GHP Investment Advisors Inc. ($2.61M), Phillip James Consulting Co. ($2.57M), Smith Moore & CO. ($2.45M), Bank of America Corp DE ($1.98M), and Wells Fargo & Company MN ($1.88M).Learn more on WisdomTree International MidCap Dividend Fund's institutional investors.

Of the 34 institutional investors that purchased WisdomTree International MidCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mesirow Financial Investment Management Inc. ($201.08K), Flow Traders U.S. LLC ($102.56K), Phillip James Consulting Co. ($31.00K), WealthShield Partners LLC ($28.70K), Inspire Advisors LLC ($18.93K), Sanctuary Advisors LLC ($18.70K), and Envestnet Asset Management Inc. ($17.45K).

Institutional investors have bought a total of 116,238 shares in the last 24 months. This purchase volume represents approximately $9.34M in transactions.

Of the 13 institutional investors that sold WisdomTree International MidCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($16.89K), Mesirow Financial Investment Management Inc. ($13.20K), Bank of America Corp DE ($1.66K), Jane Street Group LLC ($1.47K), GHP Investment Advisors Inc. ($1.24K), Cetera Investment Advisers ($951.00), and Commonwealth Equity Services LLC ($558.00).

Institutional investors have sold a total of 37,606 shares in the last 24 months. This volume of shares sold represents approximately $2.98M in transactions.


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Institutional ownership data for NYSEARCA:DIM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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