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WisdomTree International MidCap Dividend Fund (DIM) Institutional Ownership

$67.06 +0.67 (+1.01%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree International MidCap Dividend Fund (NYSEARCA:DIM)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$16.76M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.78M
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DIM Institutional Buying and Selling by Quarter

WisdomTree International MidCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC1,871$124K0.0%N/A0.091%
4/14/2025 Park Avenue Securities LLC3,809$252K0.0%-13.2%0.186%
3/17/2025 Wealth 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%
1/14/2025 Park Avenue Securities LLC4,390$267K0.0%N/A0.204%
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%
8/8/2024GHP Investment Advisors Inc.41,093$2.49M0.1%-17.8%1.911%
7/26/2024Signature Estate & Investment Advisors LLC3,439$208K0.0%N/A0.160%
5/24/2024Cetera Advisors LLC12,811$806K0.0%-4.7%0.596%
5/4/2024Geneos Wealth Management Inc.9,407$592K0.0%+26.2%0.438%
5/2/2024FinTrust Capital Advisors LLC2,435$153K0.0%N/A0.113%
4/30/2024Commonwealth Equity Services LLC10,546$663K0.0%-8.7%0.491%
4/26/2024Mesirow Financial Investment Management Inc.99,917$6.29M0.1%N/A4.647%
2/8/2024Beacon Pointe Advisors LLC3,300$201K0.0%N/A0.140%
2/7/2024One Capital Management LLC13,732$835K0.0%-2.6%0.584%
2/6/2024Apollon Wealth Management LLC3,845$234K0.0%N/A0.164%
2/6/2024Private Advisor Group LLC4,110$250K0.0%N/A0.175%
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1/26/2024GHP Investment Advisors Inc.55,220$3.36M0.2%-4.3%2.350%
1/26/2024Geneos Wealth Management Inc.7,456$453K0.0%+14.3%0.317%
1/23/2024WealthShield Partners LLC3,673$223K0.0%+39.2%0.156%
1/18/2024Washington Trust Advisors Inc.4,964$302K0.0%-11.4%0.211%
1/12/2024Cedar Brook Financial Partners LLC3,370$203K0.0%N/A0.143%
11/13/2023Asset Dedication LLC1,210$68K0.0%-86.7%0.051%
10/25/2023WealthShield Partners LLC2,639$148K0.0%+38.8%0.112%
10/24/2023Bank of New York Mellon Corp25,272$1.42M0.0%N/A1.075%
10/17/2023GHP Investment Advisors Inc.57,729$3.18M0.2%-8.6%2.457%
10/11/2023Geneos Wealth Management Inc.6,526$366K0.0%+13.0%0.278%
10/10/2023 SOA Wealth Advisors LLC.880$49K0.0%-17.9%0.037%
8/11/2023Smith Moore & CO.59,406$3.42M0.4%-3.2%2.528%
8/9/2023Flow Traders U.S. LLC27,635$1.59M0.1%+21.8%1.176%
8/8/2023Geneos Wealth Management Inc.5,776$333K0.0%+8.2%0.246%
8/3/2023WealthShield Partners LLC1,901$109K0.0%+148.2%0.086%
8/2/2023Bank of Montreal Can9,471$568K0.0%N/A0.431%
7/31/2023LPL Financial LLC10,697$616K0.0%-26.3%0.486%
7/28/2023Howland Capital Management LLC11,570$666K0.0%-5.5%0.526%
7/27/2023Washington Trust Advisors Inc.5,601$323K0.0%-41.7%0.255%
7/7/2023 SOA Wealth Advisors LLC.1,072$62K0.0%-43.7%0.049%
5/12/2023Smith Moore & CO.61,387$3.59M0.5%-0.4%2.790%
5/11/2023Tacita Capital Inc590$34K0.0%+76.1%0.027%
5/8/2023WealthShield Partners LLC766$45K0.0%N/A0.035%
5/5/2023Howland Capital Management LLC12,246$716K0.0%-2.5%0.557%
5/3/2023 Capital Advisors Ltd. LLC2,234$131K0.0%-67.1%0.102%
4/25/2023Geneos Wealth Management Inc.5,340$312K0.0%+20.4%0.243%
4/24/2023Asset Dedication LLC9,078$530K0.0%+2.8%0.413%
4/21/2023GHP Investment Advisors Inc.103,520$6.05M0.4%-16.9%4.705%
3/6/2023OLD Mission Capital LLC9,429$523K0.0%N/A0.429%
2/16/2023GHP Investment Advisors Inc.124,613$6.91M0.5%-23.4%5.664%
2/13/2023Smith Moore & CO.61,640$3.42M0.5%-5.4%2.802%
2/8/2023Washington Trust Advisors Inc.9,612$533K0.1%-31.7%0.437%
2/7/2023Commonwealth Equity Services LLC14,090$781K0.0%-9.1%0.640%
2/7/2023LPL Financial LLC13,100$727K0.0%+10.0%0.595%
2/7/2023Envestnet Asset Management Inc.6,634$368K0.0%N/A0.302%
1/31/2023Geneos Wealth Management Inc.4,436$246K0.0%+71.9%0.202%
1/30/2023Howland Capital Management LLC12,556$697K0.0%-42.1%0.571%
1/19/2023Asset Dedication LLC8,830$489K0.0%+17.7%0.401%
11/15/2022Tacita Capital Inc39,300$1.86M1.4%+0.9%1.786%
11/15/2022Flow Traders U.S. LLC19,270$912K0.0%+21.7%0.838%
11/14/2022Smith Moore & CO.65,150$3.09M0.5%-3.3%2.833%
11/10/2022UBS Group AG64,493$3.05M0.0%-2.0%2.804%
11/2/2022Rockefeller Capital Management L.P.10,138$480K0.0%+17.4%0.441%
10/28/2022GHP Investment Advisors Inc.162,785$7.71M0.6%-15.2%7.078%
10/14/2022Washington Trust Advisors Inc.14,073$666K0.1%+6.0%0.612%
8/15/2022Tacita Capital Inc38,955$2.16M1.5%-18.6%1.771%
8/13/2022Wade G W & Inc.8,734$483K0.0%+2.0%0.397%
8/13/2022Flow Traders U.S. LLC15,840$876K0.0%N/A0.720%
8/12/2022Smith Moore & CO.67,368$3.73M0.6%-2.5%3.062%
8/11/2022Cetera Advisors LLC13,596$752K0.0%+7.4%0.618%
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8/11/2022GHP Investment Advisors Inc.191,942$10.62M0.8%-4.7%8.725%
8/11/2022UBS Group AG65,782$3.64M0.0%+3.4%2.990%
7/25/2022Washington Trust Advisors Inc.13,271$734K0.1%-4.3%0.603%
7/22/2022Geneos Wealth Management Inc.1,546$85K0.0%+60.0%0.070%
7/19/2022Commonwealth Equity Services LLC15,776$872K0.0%-2.0%0.717%
7/19/2022Asset Dedication LLC7,502$416K0.1%+16.2%0.341%
7/13/2022 SOA Wealth Advisors LLC.1,893$104K0.0%-32.7%0.086%
5/12/2022Tacita Capital Inc47,870$3.07M1.8%+0.9%2.280%
5/12/2022Smith Moore & CO.69,125$4.44M0.6%+1.5%3.292%
5/12/2022Cetera Advisors LLC12,657$813K0.0%-4.1%0.603%
(Data available from 1/1/2016 forward)

DIM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIM shares?

During the previous two years, 38 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were Mesirow Financial Investment Management Inc. ($6.00M), Susquehanna International Group LLP ($2.78M), Flow Traders U.S. LLC ($2.70M), Bank of America Corp DE ($2.17M), GHP Investment Advisors Inc. ($2.04M), Smith Moore & CO. ($1.94M), and Wells Fargo & Company MN ($1.52M).Learn more on DIM's institutional investors.

Which institutional investors have been buying WisdomTree International MidCap Dividend Fund stock?

Of the 25 institutional investors that purchased WisdomTree International MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mesirow Financial Investment Management Inc. ($200.10K), Bank of New York Mellon Corp ($25.27K), Flow Traders U.S. LLC ($16.12K), Envestnet Asset Management Inc. ($15.00K), Bank of Montreal Can ($9.47K), Geneos Wealth Management Inc. ($5.59K), and Jane Street Group LLC ($4.43K).

How much institutional buying is happening at WisdomTree International MidCap Dividend Fund?

Institutional investors have bought a total of 322,240 shares in the last 24 months. This purchase volume represents approximately $20.32M in transactions.

Which WisdomTree International MidCap Dividend Fund major shareholders have been selling company stock?

Of the 18 institutional investors that sold WisdomTree International MidCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mesirow Financial Investment Management Inc. ($101.34K), GHP Investment Advisors Inc. ($45.45K), Jane Street Group LLC ($8.22K), Asset Dedication LLC ($7.87K), Susquehanna International Group LLP ($6.22K), Washington Trust Advisors Inc. ($4.65K), and Capital Advisors Ltd. LLC ($4.56K).

How much institutional selling is happening at WisdomTree International MidCap Dividend Fund?

Institutional investors have sold a total of 198,174 shares in the last 24 months. This volume of shares sold represents approximately $11.94M in transactions.



This page (NYSEARCA:DIM) was last updated on 4/20/2025 by MarketBeat.com Staff
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