DIM institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding48
Shares held500,653
Reported value$42.7m
Quarter flows6 new, 21 added, 11 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Mesirow Financial Investment Management, Inc.107,957$9.2m0.1%
FLOW TRADERS U.S. LLC33,485$2.9m0.1%
MORGAN STANLEY32,139$2.7m0.0%
SMITH, MOORE & CO.31,594$2.7m0.2%
GHP Investment Advisors, Inc.30,975$2.6m0.1%
WELLS FARGO & COMPANY/MN26,104$2.2m0.0%
BANK OF AMERICA CORP /DE/23,954$2.0m0.0%
Sanctuary Advisors, LLC23,751$2.0m0.0%
Rockefeller Capital Management L.P.22,039$1.9m0.0%
Cetera Investment Advisers15,329$1.3m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,473$1.2m0.0%
UBS Group AG14,278$1.2m0.0%
Geneos Wealth Management Inc.13,211$1.1m0.0%
Farther Finance Advisors, LLC11,102$946,2210.0%
ENVESTNET ASSET MANAGEMENT INC8,823$751,9800.0%
ROYAL BANK OF CANADA8,342$711,0000.0%
JANE STREET GROUP, LLC8,124$692,4090.0%
PARK AVENUE SECURITIES LLC6,337$540,0000.0%
LPL Financial LLC6,159$524,9290.0%
OSAIC HOLDINGS, INC.5,103$434,9200.0%
Invesco Ltd.4,829$411,5760.0%
CAHILL FINANCIAL ADVISORS INC4,626$394,2990.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC3,975$338,7510.0%
RAYMOND JAMES FINANCIAL INC3,897$332,1320.0%
ASSETMARK, INC3,755$320,0390.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DIM"). DIM price history · All 13F data

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