WisdomTree Trust - DIM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | History | Reduced | 88,661 | 7,142 | 0.15% | 0.14% | 1 | -13,196 | -12.96% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 32,590 | 2,625 | 0.0% | 0.0% | 2 | -272 | -0.83% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 32,333 | 2,605 | 0.09% | 0.04% | 3 | +19,060 | 143.6% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 31,918 | 2,571 | 0.11% | 0.1% | 4 | -94 | -0.29% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 31,709 | 2,554 | 0.19% | 0.19% | 5 | -46 | -0.14% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 28,452 | 2,292 | 0.25% | 0.19% | 6 | +6,614 | 30.29% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,329 | 2,040 | 0.0% | 0.0% | 7 | +19 | 0.08% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,309 | 1,877 | 0.0% | 0.0% | 8 | +3,596 | 18.24% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,125 | 1,862 | 0.0% | 0.0% | 9 | +1,254 | 5.73% | Q4 2025 | Mar 16, 2026 |
| Inspire Advisors, LLC | History | Added to | 18,934 | 1,525 | 0.14% | 0.13% | 10 | +694 | 3.8% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 16,772 | 1,351 | 0.0% | 0.0% | 11 | +63 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 16,528 | 1,331 | 0.0% | 0.0% | 12 | +29 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 12,953 | 1,043 | 0.03% | 0.02% | 13 | +508 | 4.08% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,212 | 903 | 0.0% | — | 14 | +11,212 | New | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,636 | 776 | 0.0% | 0.0% | 15 | -614 | -5.99% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,247 | 664 | 0.0% | — | 16 | +8,247 | New | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | No change | 7,845 | 631 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 5,431 | 437 | 0.0% | 0.0% | 18 | +804 | 17.38% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 5,368 | 432 | 0.0% | 0.0% | 19 | -471 | -8.07% | Q4 2025 | Feb 19, 2026 |
| Private Advisor Group, LLC | History | New | 5,061 | 407 | 0.0% | — | 20 | +5,061 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 4,901 | 394 | 0.0% | 0.0% | 21 | -1,474 | -23.12% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,116 | 331 | 0.0% | 0.0% | 22 | -558 | -11.94% | Q4 2025 | Feb 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 4,004 | 322 | 0.04% | 0.04% | 23 | +9 | 0.23% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,830 | 308 | 0.01% | 0.01% | 24 | +20 | 0.52% | Q4 2025 | Feb 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,650 | 294 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,630 | 292 | 0.0% | 0.0% | 26 | +8 | 0.22% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,579 | 288 | 0.0% | 0.0% | 27 | -8,490 | -70.35% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,463 | 278 | 0.0% | 0.0% | 28 | +3 | 0.09% | Q4 2025 | Jan 22, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,445 | 277 | 0.23% | 0.2% | 29 | +341 | 10.99% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,708 | 218 | 0.1% | 0.1% | 30 | +14 | 0.52% | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | New | 2,504 | 201 | 0.0% | — | 31 | +2,504 | New | Q4 2025 | Feb 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,488 | 200 | 0.14% | — | 32 | +2,488 | New | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,720 | 138 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,585 | 127 | 0.0% | 0.0% | 34 | +75 | 4.97% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,312 | 105 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 1,210 | 97 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 1,135 | 91 | 0.0% | 0.0% | 37 | +6 | 0.53% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 594 | 47 | 0.01% | 0.01% | 38 | +3 | 0.51% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 579 | 46 | 0.0% | 0.0% | 39 | +3 | 0.52% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 100 | 8 | 0.0% | — | 42 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 8 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 57 | 4 | 0.0% | — | 44 | +57 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 47 | -14 | -43.75% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -7,257 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,713 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,833 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 18, 2025 |