Who Owns WISDOMTREE TR (DIM)? -- Institutional Holders (2026-03-31)
53 institutions reported holding $43.4M of WISDOMTREE TR (DIM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mesirow Financial Investment Management, Inc. ($9.0M), WealthShield Partners, LLC ($2.7M), MORGAN STANLEY ($2.6M), FLOW TRADERS U.S. LLC ($2.6M), SMITH, MOORE & CO. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mesirow Financial Investment Management, Inc. | $9.0M | 108,577 | Added |
| 2 | WealthShield Partners, LLC | $2.7M | 32,108 | Added |
| 3 | MORGAN STANLEY | $2.6M | 31,979 | Trimmed |
| 4 | FLOW TRADERS U.S. LLC | $2.6M | 31,751 | Trimmed |
| 5 | SMITH, MOORE & CO. | $2.6M | 31,594 | Trimmed |
| 6 | GHP Investment Advisors, Inc. | $2.6M | 31,490 | Trimmed |
| 7 | Phillip James Consulting Co. | $2.1M | 31,003 | New |
| 8 | BANK OF AMERICA CORP /DE/ | $2.0M | 23,925 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $2.0M | 23,646 | Added |
| 10 | Rockefeller Capital Management L.P. | $1.9M | 22,775 | Trimmed |
| 11 | Sanctuary Advisors, LLC | $1.5M | 18,703 | Added |
| 12 | UBS Group AG | $1.4M | 16,517 | Trimmed |
| 13 | Cetera Investment Advisers | $1.3M | 15,577 | Trimmed |
| 14 | Geneos Wealth Management Inc. | $1.1M | 13,166 | Added |
| 15 | JANE STREET GROUP, LLC | $985,760 | 11,901 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $751,860 | 9,077 | Trimmed |
| 17 | Royal Bank of Canada | $651,000 | 7,860 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $551,000 | 6,657 | New |
| 19 | LPL Financial LLC | $469,977 | 5,674 | Added |
| 20 | Invesco Ltd. | $427,734 | 5,164 | Trimmed |
| 21 | Private Advisor Group, LLC | $391,393 | 4,725 | Trimmed |
| 22 | CAHILL FINANCIAL ADVISORS INC | $367,376 | 4,435 | Added |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $323,018 | 3,900 | Added |
| 24 | Cascade Financial Partners, LLC | $302,330 | 3,650 | Hold |
| 25 | STIFEL FINANCIAL CORP | $300,793 | 3,631 | Added |
Source: SEC Form 13F filings · as of 2026-03-31