Institutional Ownership Wisdomtree Tr Intl Midcap Divi (DIM)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Midcap Divi (DIM). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 496,929 shares, which have been reported (via 13F filing form) to have a value of $33.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,408
shares
|
$227,484
0.03% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,175
shares
|
$211,931
0.04% of portfolio
|
Q3 2024
Added 30.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,871
shares
|
$124,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,325
shares
|
$88,443
0.0% of portfolio
|
Q4 2024
Added 231.25%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,312
shares
|
$87,576
0.01% of portfolio
|
Q2 2024
Reduced 73.57%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,210
shares
|
$80,767
0.01% of portfolio
|
Q3 2023
Reduced 86.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
867
shares
|
$57,872
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
672
shares
|
$44,856
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
559
shares
|
$37,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
555
shares
|
$37,046
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
271
shares
|
$18,089
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
165
shares
|
$11,013
0.0% of portfolio
|
Q4 2022
Reduced 74.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$6,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
66
shares
|
$4,405
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40
shares
|
$2,670
0.0% of portfolio
|
Q2 2020
Added 9.26%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
39
shares
|
$2,603
0.0% of portfolio
|
Q1 2024
Reduced 33.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|