Who Owns WISDOMTREE TR (DIM)? -- Institutional Holders (2026-06-30)
54 institutions reported holding $42.7M of WISDOMTREE TR (DIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mesirow Financial Investment Management, Inc. ($9.2M), FLOW TRADERS U.S. LLC ($2.9M), MORGAN STANLEY ($2.7M), SMITH, MOORE & CO. ($2.7M), GHP Investment Advisors, Inc. ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mesirow Financial Investment Management, Inc. | $9.2M | 107,957 | Trimmed |
| 2 | FLOW TRADERS U.S. LLC | $2.9M | 33,485 | Added |
| 3 | MORGAN STANLEY | $2.7M | 32,139 | Added |
| 4 | SMITH, MOORE & CO. | $2.7M | 31,594 | Hold |
| 5 | GHP Investment Advisors, Inc. | $2.6M | 30,975 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $2.2M | 26,104 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $2.0M | 23,954 | Added |
| 8 | Sanctuary Advisors, LLC | $2.0M | 23,751 | Added |
| 9 | Rockefeller Capital Management L.P. | $1.9M | 22,039 | Trimmed |
| 10 | Cetera Investment Advisers | $1.3M | 15,329 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 14,473 | Added |
| 12 | UBS Group AG | $1.2M | 14,278 | Trimmed |
| 13 | Geneos Wealth Management Inc. | $1.1M | 13,211 | Added |
| 14 | Farther Finance Advisors, LLC | $946,221 | 11,102 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $751,980 | 8,823 | Trimmed |
| 16 | Royal Bank of Canada | $711,000 | 8,342 | Added |
| 17 | JANE STREET GROUP, LLC | $692,409 | 8,124 | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $540,000 | 6,337 | Trimmed |
| 19 | LPL Financial LLC | $524,929 | 6,159 | Added |
| 20 | OSAIC HOLDINGS, INC. | $434,920 | 5,103 | Added |
| 21 | Invesco Ltd. | $411,576 | 4,829 | Trimmed |
| 22 | CAHILL FINANCIAL ADVISORS INC | $394,299 | 4,626 | Added |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $338,751 | 3,975 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $332,132 | 3,897 | New |
| 25 | ASSETMARK, INC | $320,039 | 3,755 | New |
Source: SEC Form 13F filings · as of 2026-06-30