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WisdomTree International MidCap Dividend Fund (DIM) Institutional Ownership

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(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree International MidCap Dividend Fund (NYSEARCA:DIM)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$9.99M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.69M
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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
5/4/2024 Geneos Wealth Management Inc.9,407$592K0.0%+26.2%0.438%
5/2/2024 FinTrust Capital Advisors LLC2,435$153K0.0%N/A0.113%
4/30/2024Commonwealth Equity Services LLC10,546$663K0.0%-8.7%0.491%
4/26/2024 Mesirow Financial Investment Management Inc.99,917$6.29M0.1%N/A4.647%
2/8/2024 Beacon Pointe Advisors LLC3,300$201K0.0%N/A0.140%
2/7/2024 One Capital Management LLC13,732$835K0.0%-2.6%0.584%
2/6/2024 Apollon Wealth Management LLC3,845$234K0.0%N/A0.164%
2/6/2024 Private Advisor Group LLC4,110$250K0.0%N/A0.175%
1/26/2024 GHP Investment Advisors Inc.55,220$3.36M0.2%-4.3%2.350%
1/26/2024 Geneos Wealth Management Inc.7,456$453K0.0%+14.3%0.317%
1/23/2024 WealthShield Partners LLC3,673$223K0.0%+39.2%0.156%
1/18/2024 Washington Trust Advisors Inc.4,964$302K0.0%-11.4%0.211%
1/12/2024 Cedar Brook Financial Partners LLC3,370$203K0.0%N/A0.143%
11/13/2023 Asset Dedication LLC1,210$68K0.0%-86.7%0.051%
10/25/2023 WealthShield Partners LLC2,639$148K0.0%+38.8%0.112%
10/24/2023 Bank of New York Mellon Corp25,272$1.42M0.0%N/A1.075%
10/17/2023 GHP Investment Advisors Inc.57,729$3.18M0.2%-8.6%2.457%
10/11/2023 Geneos 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%
8/11/2023 Smith Moore & CO.59,406$3.42M0.4%-3.2%2.528%
8/9/2023 Flow Traders U.S. LLC27,635$1.59M0.1%+21.8%1.176%
8/8/2023 Geneos Wealth Management Inc.5,776$333K0.0%+8.2%0.246%
8/3/2023 WealthShield Partners LLC1,901$109K0.0%+148.2%0.086%
8/2/2023 Bank of Montreal Can9,471$568K0.0%N/A0.431%
7/31/2023 LPL Financial LLC10,697$616K0.0%-26.3%0.486%
7/28/2023 Howland Capital Management LLC11,570$666K0.0%-5.5%0.526%
7/27/2023 Washington 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%
5/12/2023 Smith Moore & CO.61,387$3.59M0.5%-0.4%2.790%
5/11/2023 Tacita Capital Inc590$34K0.0%+76.1%0.027%
5/8/2023 WealthShield Partners LLC766$45K0.0%N/A0.035%
5/5/2023 Howland Capital Management LLC12,246$716K0.0%-2.5%0.557%
5/3/2023 Capital Advisors Ltd. LLC2,234$131K0.0%-67.1%0.102%
4/25/2023 Geneos Wealth Management Inc.5,340$312K0.0%+20.4%0.243%
4/24/2023 Asset Dedication LLC9,078$530K0.0%+2.8%0.413%
4/21/2023 GHP Investment Advisors Inc.103,520$6.05M0.4%-16.9%4.705%
3/6/2023 OLD Mission Capital LLC9,429$523K0.0%N/A0.429%
2/16/2023 GHP Investment Advisors Inc.124,613$6.91M0.5%-23.4%5.664%
2/13/2023 Smith Moore & CO.61,640$3.42M0.5%-5.4%2.802%
2/8/2023 Washington Trust Advisors Inc.9,612$533K0.1%-31.7%0.437%
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2/7/2023Commonwealth Equity Services LLC14,090$781K0.0%-9.1%0.640%
2/7/2023 LPL Financial LLC13,100$727K0.0%+10.0%0.595%
2/7/2023 Envestnet Asset Management Inc.6,634$368K0.0%N/A0.302%
1/31/2023 Geneos Wealth Management Inc.4,436$246K0.0%+71.9%0.202%
1/30/2023 Howland Capital Management LLC12,556$697K0.0%-42.1%0.571%
1/19/2023 Asset Dedication LLC8,830$489K0.0%+17.7%0.401%
11/15/2022 Tacita Capital Inc39,300$1.86M1.4%+0.9%1.786%
11/15/2022 Flow Traders U.S. LLC19,270$912K0.0%+21.7%0.838%
11/14/2022 Smith Moore & CO.65,150$3.09M0.5%-3.3%2.833%
11/10/2022 UBS Group AG64,493$3.05M0.0%-2.0%2.804%
11/2/2022 Rockefeller Capital Management L.P.10,138$480K0.0%+17.4%0.441%
10/28/2022 GHP Investment Advisors Inc.162,785$7.71M0.6%-15.2%7.078%
10/14/2022 Washington Trust Advisors Inc.14,073$666K0.1%+6.0%0.612%
8/15/2022 Tacita Capital Inc38,955$2.16M1.5%-18.6%1.771%
8/13/2022Wade G W & Inc.8,734$483K0.0%+2.0%0.397%
8/13/2022 Flow Traders U.S. LLC15,840$876K0.0%N/A0.720%
8/12/2022 Smith Moore & CO.67,368$3.73M0.6%-2.5%3.062%
8/11/2022 Cetera Advisors LLC13,596$752K0.0%+7.4%0.618%
8/11/2022 GHP Investment Advisors Inc.191,942$10.62M0.8%-4.7%8.725%
8/11/2022 UBS Group AG65,782$3.64M0.0%+3.4%2.990%
7/25/2022 Washington Trust Advisors Inc.13,271$734K0.1%-4.3%0.603%
7/22/2022 Geneos Wealth Management Inc.1,546$85K0.0%+60.0%0.070%
7/19/2022Commonwealth Equity Services LLC15,776$872K0.0%-2.0%0.717%
7/19/2022 Asset Dedication LLC7,502$416K0.1%+16.2%0.341%
7/13/2022 SOA Wealth Advisors LLC.1,893$104K0.0%-32.7%0.086%
5/12/2022 Tacita Capital Inc47,870$3.07M1.8%+0.9%2.280%
5/12/2022 Smith Moore & CO.69,125$4.44M0.6%+1.5%3.292%
5/12/2022 Cetera 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%
4/28/2022 GHP Investment Advisors Inc.201,476$12.94M0.9%+2.2%9.594%
4/21/2022 Asset Dedication LLC6,454$414K0.0%+9.2%0.307%
4/19/2022 Joseph P. Lucia & Associates LLC1,913$123K0.1%N/A0.091%
4/18/2022 Spire Wealth Management428$27K0.0%N/A0.020%
2/14/2022 GHP Investment Advisors Inc.197,065$13.25M0.9%+2.3%9.384%
2/9/2022First Republic Investment Management Inc.4,238$285K0.0%-27.9%0.202%
2/8/2022 Retirement Planning Co of New England Inc.515$34K0.0%N/A0.025%
2/8/2022 Smith Moore & CO.68,118$4.58M0.6%+3.2%3.244%
2/4/2022 Envestnet Asset Management Inc.4,123$277K0.0%+21.1%0.196%
2/3/2022 Advisor Group Holdings Inc.956$64K0.0%-40.4%0.046%
1/31/2022 One Capital Management LLC13,777$925K0.1%-1.7%0.656%
1/26/2022 Howland Capital Management LLC21,816$1.47M0.1%-4.8%1.039%
1/24/2022 National Bank of Canada FI640$43K0.0%N/A0.030%
1/21/2022 Asset Dedication LLC5,908$397K0.0%+20.8%0.281%
1/13/2022 SOA Wealth Advisors LLC.2,799$188K0.0%+14.4%0.133%
11/16/2021 Cetera Advisors LLC13,059$874K0.0%+1.2%0.622%
11/16/2021 Jane Street Group LLC56,081$3.75M0.0%+119.8%2.671%
11/16/2021 UBS Group AG61,856$4.14M0.0%+2.0%2.946%
11/16/2021 Beacon Pointe Advisors LLC3,450$231K0.0%N/A0.164%
11/16/2021 Citadel Advisors LLC62,474$4.18M0.0%+50.9%2.975%
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11/15/2021 One Capital Management LLC14,014$937K0.1%+3.2%0.667%
11/12/2021Moneta Group Investment Advisors LLC6,875$460K0.0%N/A0.327%
11/12/2021 GHP Investment Advisors Inc.192,659$12.89M1.0%+2.2%9.174%
11/12/2021 Rockefeller Capital Management L.P.8,616$576K0.0%+6.3%0.410%
11/8/2021 Tacita Capital Inc47,820$3.20M2.0%+2.7%2.277%
11/5/2021 Advisor Group Holdings Inc.1,604$107K0.0%+26.3%0.076%
11/1/2021 Well Done LLC3,283$220K0.0%-4.6%0.156%
10/29/2021Commonwealth Equity Services LLC17,189$1.15M0.0%-0.9%0.799%
10/25/2021 Howland Capital Management LLC22,906$1.53M0.1%-14.2%1.065%
10/18/2021 Asset Dedication LLC4,891$328K0.0%+8.1%0.227%
(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, 28 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were Mesirow Financial Investment Management Inc. ($6.29M), Smith Moore & CO. ($3.42M), GHP Investment Advisors Inc. ($3.36M), UBS Group AG ($3.05M), Flow Traders U.S. LLC ($1.59M), Bank of New York Mellon Corp ($1.42M), and One Capital Management LLC ($835K).Learn more on DIM's institutional investors.

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

Of the 21 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. ($99.92K), Bank of New York Mellon Corp ($25.27K), Flow Traders U.S. LLC ($24.21K), Bank of Montreal Can ($9.47K), OLD Mission Capital LLC ($9.43K), Geneos Wealth Management Inc. ($7.41K), 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 213,060 shares in the last 24 months. This purchase volume represents approximately $12.69M 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. ($105.91K), Howland Capital Management LLC ($10.12K), Smith Moore & CO. ($9.72K), Washington Trust Advisors Inc. ($9.71K), Tacita Capital Inc ($8.92K), Asset Dedication LLC ($7.87K), 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 166,934 shares in the last 24 months. This volume of shares sold represents approximately $9.13M in transactions.


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This page (NYSEARCA:DIM) was last updated on 5/20/2024 by MarketBeat.com Staff

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