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 | 108,880 | 9,378 | 0.14% | 0.14% | 1 | +923 | 0.85% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,139 | 4,318 | 0.03% | 0.01% | 2 | +39,037 | 351.62% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 33,485 | 2,854 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 32,139 | 2,739 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 31,594 | 2,692 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 30,672 | 2,641 | 0.1% | 0.1% | 6 | -303 | -0.98% | Q3 2026 | Oct 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,104 | 2,224 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 23,954 | 2,041 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,751 | 2,024 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 22,039 | 1,878 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 15,329 | 1,306 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,473 | 1,233 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,203 | 1,137 | 0.02% | 0.02% | 13 | -8 | -0.06% | Q3 2026 | Nov 09, 2026 |
| UBS Group AG | History | Reduced | 12,650 | 1,089 | 0.0% | 0.0% | 14 | -1,628 | -11.4% | Q3 2026 | Nov 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,823 | 751 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,342 | 711 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,124 | 692 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 6,557 | 564 | 0.0% | 0.0% | 18 | +398 | 6.46% | Q3 2026 | Nov 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,006 | 517 | 0.0% | 0.0% | 19 | -331 | -5.22% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,103 | 434 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 4,829 | 411 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 4,626 | 394 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | New | 4,325 | 372 | 0.0% | — | 23 | +4,325 | New | Q3 2026 | Nov 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,999 | 344 | 0.01% | 0.01% | 24 | +24 | 0.6% | Q3 2026 | Oct 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,897 | 332 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,662 | 312 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,650 | 311 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Reduced | 3,439 | 296 | 0.0% | 0.0% | 28 | -316 | -8.42% | Q3 2026 | Oct 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,426 | 295 | 0.0% | 0.0% | 29 | +2 | 0.06% | Q3 2026 | Oct 23, 2026 |
| Elm3 Financial Group, LLC | History | No change | 3,343 | 287 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,119 | 268 | 0.0% | 0.0% | 31 | +1 | 0.03% | Q3 2026 | Nov 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 2,999 | 258 | 0.01% | — | 32 | +2,999 | New | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | No change | 2,799 | 241 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 2,777 | 239 | 0.1% | 0.1% | 34 | +17 | 0.62% | Q3 2026 | Oct 21, 2026 |
| Destination Wealth Management | History | No change | 2,756 | 234 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 2,506 | 215 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,245 | 189 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,312 | 113 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Asset Dedication, LLC | History | No change | 1,210 | 104 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EASTERN BANK | History | New | 1,025 | 88 | 0.0% | — | 40 | +1,025 | New | Q3 2026 | Oct 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 610 | 52 | 0.01% | 0.01% | 41 | +4 | 0.66% | Q3 2026 | Nov 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 466 | 39 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165 | 14 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 93 | 8 | 0.0% | 0.0% | 44 | +8 | 9.41% | Q3 2026 | Nov 10, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 102 | 8 | 0.0% | 0.0% | 45 | +1 | 0.99% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 57 | 4 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 43 | 3 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,137 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Nov 06, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |