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 44 institutions that hold shares in the stock, with a total of 640,603 shares, which have been reported (via 13F filing form) to have a value of $47.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,567
shares
|
$263,315
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,500
shares
|
$258,369
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,450
shares
|
$254,678
0.01% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,175
shares
|
$234,378
0.04% of portfolio
|
Q3 2024
Added 30.39%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,871
shares
|
$138,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,325
shares
|
$97,811
0.0% of portfolio
|
Q1 2025
Added 1690.54%
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,312
shares
|
$96,851
0.01% of portfolio
|
Q2 2024
Reduced 73.57%
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,210
shares
|
$89,322
0.01% of portfolio
|
Q3 2023
Reduced 86.67%
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
867
shares
|
$64,001
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
562
shares
|
$41,486
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
555
shares
|
$40,970
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
412
shares
|
$30,413
0.0% of portfolio
|
Q4 2024
Added 63.11%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
271
shares
|
$20,005
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
165
shares
|
$12,180
0.0% of portfolio
|
Q4 2022
Reduced 74.22%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$7,381
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
66
shares
|
$4,872
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
65
shares
|
$4,798
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40
shares
|
$2,952
0.0% of portfolio
|
Q2 2020
Added 9.26%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|