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WisdomTree International MidCap Dividend Fund (DIM) Institutional Ownership

$62.29 +0.98 (+1.60%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$15.91M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.45M
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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
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%
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%
10/10/2023SOA 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%
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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%
7/7/2023SOA 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%
5/3/2023Capital 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%
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%
7/13/2022SOA 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%
5/4/2022Prospera Financial Services Inc685$44K0.0%N/A0.033%
5/4/2022Commonwealth Equity Services LLC16,094$1.03M0.0%-6.4%0.766%
4/28/2022GHP Investment Advisors Inc.201,476$12.94M0.9%+2.2%9.594%
4/21/2022Asset Dedication LLC6,454$414K0.0%+9.2%0.307%
4/19/2022Joseph P. Lucia & Associates LLC1,913$123K0.1%N/A0.091%
4/18/2022Spire Wealth Management428$27K0.0%N/A0.020%
2/14/2022GHP Investment Advisors Inc.197,065$13.25M0.9%+2.3%9.384%
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2/9/2022First Republic Investment Management Inc.4,238$285K0.0%-27.9%0.202%
2/8/2022Retirement Planning Co of New England Inc.515$34K0.0%N/A0.025%
2/8/2022Smith Moore & CO.68,118$4.58M0.6%+3.2%3.244%
2/4/2022Envestnet Asset Management Inc.4,123$277K0.0%+21.1%0.196%
2/3/2022Advisor Group Holdings Inc.956$64K0.0%-40.4%0.046%
1/31/2022One Capital Management LLC13,777$925K0.1%-1.7%0.656%
1/26/2022Howland Capital Management LLC21,816$1.47M0.1%-4.8%1.039%
1/24/2022National Bank of Canada FI640$43K0.0%N/A0.030%
1/21/2022Asset Dedication LLC5,908$397K0.0%+20.8%0.281%
1/13/2022SOA Wealth Advisors LLC.2,799$188K0.0%+14.4%0.133%
(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, 32 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were Mesirow Financial Investment Management Inc. ($13.28M), Smith Moore & CO. ($3.42M), Flow Traders U.S. LLC ($2.70M), GHP Investment Advisors Inc. ($2.29M), Bank of New York Mellon Corp ($1.42M), Rockefeller Capital Management L.P. ($1.09M), and Jane Street Group LLC ($1.06M).Learn more on DIM's institutional investors.

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

Of the 22 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), Bank of Montreal Can ($9.47K), OLD Mission Capital LLC ($9.43K), Geneos Wealth Management Inc. ($7.45K), and Envestnet Asset Management Inc. ($6.63K).

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

Institutional investors have bought a total of 314,237 shares in the last 24 months. This purchase volume represents approximately $19.72M in transactions.

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

Of the 12 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: GHP Investment Advisors Inc. ($82.66K), Howland Capital Management LLC ($10.12K), Washington Trust Advisors Inc. ($9.11K), Asset Dedication LLC ($7.87K), Smith Moore & CO. ($5.74K), Capital Advisors Ltd. LLC ($4.56K), and LPL Financial LLC ($3.82K).

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

Institutional investors have sold a total of 131,257 shares in the last 24 months. This volume of shares sold represents approximately $7.57M in transactions.



This page (NYSEARCA:DIM) was last updated on 1/22/2025 by MarketBeat.com Staff
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