WisdomTree Trust - DIM
Detailed investor-level table based on 13F positions.
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 | Added to | 108,577 | 8,993 | 0.15% | 0.15% | 1 | +19,916 | 22.46% | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 32,108 | 2,659 | 0.3% | 0.25% | 2 | +3,656 | 12.85% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 31,979 | 2,648 | 0.0% | 0.0% | 3 | -611 | -1.87% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 31,751 | 2,630 | 0.08% | 0.09% | 4 | -582 | -1.8% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 31,594 | 2,616 | 0.19% | 0.19% | 5 | -115 | -0.36% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 31,490 | 2,608 | 0.11% | 0.11% | 6 | -428 | -1.34% | Q1 2026 | Apr 21, 2026 |
| Phillip James Consulting Co. | History | New | 31,003 | 2,107 | 1.6% | — | 7 | +31,003 | New | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 23,925 | 1,981 | 0.0% | 0.0% | 8 | -1,404 | -5.54% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 23,646 | 1,958 | 0.0% | 0.0% | 9 | +337 | 1.45% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 22,775 | 1,886 | 0.0% | 0.0% | 10 | -350 | -1.51% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,703 | 1,549 | 0.01% | 0.0% | 11 | +7,491 | 66.81% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 16,517 | 1,368 | 0.0% | 0.0% | 12 | -255 | -1.52% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,577 | 1,290 | 0.0% | 0.0% | 13 | -951 | -5.75% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 13,166 | 1,090 | 0.03% | 0.03% | 14 | +213 | 1.64% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,901 | 985 | 0.0% | 0.0% | 15 | +7,000 | 142.83% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,077 | 751 | 0.0% | 0.0% | 16 | -559 | -5.8% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,860 | 651 | 0.0% | 0.0% | 17 | -387 | -4.69% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,657 | 551 | 0.0% | — | 18 | +6,657 | New | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Added to | 5,674 | 469 | 0.0% | 0.0% | 19 | +243 | 4.47% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 5,164 | 427 | 0.0% | 0.0% | 20 | -204 | -3.8% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,725 | 391 | 0.0% | 0.0% | 21 | -336 | -6.64% | Q1 2026 | Apr 24, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 4,435 | 367 | 0.04% | 0.04% | 22 | +431 | 10.76% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,900 | 323 | 0.01% | 0.01% | 23 | +70 | 1.83% | Q1 2026 | Apr 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,650 | 302 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,631 | 300 | 0.0% | 0.0% | 25 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 3,473 | 287 | 0.24% | 0.23% | 26 | +28 | 0.81% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,417 | 283 | 0.0% | 0.0% | 27 | -46 | -1.33% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,116 | 258 | 0.0% | 0.0% | 28 | -1,000 | -24.3% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | New | 2,799 | 231 | 0.01% | — | 29 | +2,799 | New | Q1 2026 | May 04, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,710 | 224 | 0.1% | 0.1% | 30 | +2 | 0.07% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,555 | 211 | 0.0% | 0.0% | 31 | -1,024 | -28.61% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | No change | 2,488 | 206 | 0.13% | 0.14% | 32 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,889 | 151 | 0.0% | 0.0% | 33 | +304 | 19.18% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,720 | 144 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,312 | 108 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Asset Dedication, LLC | History | No change | 1,210 | 100 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| IFP Advisors, Inc | History | Added to | 1,137 | 94 | 0.0% | 0.0% | 37 | +2 | 0.18% | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 595 | 49 | 0.01% | 0.01% | 38 | +1 | 0.17% | Q1 2026 | May 20, 2026 |
| MAI Capital Management | History | Added to | 580 | 48 | 0.0% | 0.0% | 39 | +1 | 0.17% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 543 | 29 | 0.0% | — | 40 | +543 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165 | 13 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 85 | 7 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 57 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 37 | 3 | 0.0% | — | 46 | +37 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 45 | +1 | 2.33% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 20 | 1 | 0.0% | — | 48 | +20 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,934 | -100.0% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,845 | -100.0% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,504 | -100.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 14, 2026 |