WISDOMTREE TR DIM
INTL MIDCAP DV · ETP · CUSIP 97717W778
46
institutional holders
+2 vs Q3 2022
584.6k
shares reported held*
$32.4mreported value*
7 new
11 added
16 reduced
5 sold out
net sold ≈ $8.9m (-160.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $55.50.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 44 |
| Q4 2022 | 46 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +26.8k |
| Bank of New York Mellon Corp | Added | +16.1k |
| OLD MISSION CAPITAL LLC | New | +9.4k |
| Financial Engines Advisors L.L.C. | New | +9.3k |
| ENVESTNET ASSET MANAGEMENT INC | New | +6.6k |
| COMERICA BANK | New | +5.9k |
| BANK OF AMERICA CORP /DE/ | Added | +5.1k |
| CAHILL FINANCIAL ADVISORS INC | New | +4.0k |
| Cetera Advisor Networks LLC | New | +3.7k |
| Geneos Wealth Management Inc. | Added | +1.9k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -61.6k |
| UBS Group AG | Reduced | -42.2k |
| Tacita Capital Inc | Reduced | -39.0k |
| GHP Investment Advisors, Inc. | Reduced | -38.2k |
| WELLS FARGO & COMPANY/MN | Reduced | -20.0k |
| Intercontinental Wealth Advisors, LLC | Sold out | -12.7k |
| HOWLAND CAPITAL MANAGEMENT LLC | Reduced | -9.1k |
| FLOW TRADERS U.S. LLC | Reduced | -8.7k |
| WADE G W & INC | Sold out | -7.8k |
| Washington Trust Advisors, Inc. | Reduced | -4.5k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| GHP Investment Advisors, Inc. 0.47% of their portfolio | 124.6k $6.9m | Reduced -38.2k |
| SMITH, MOORE & CO. 0.47% of their portfolio | 61.6k $3.4m | Reduced -3.5k |
| MORGAN STANLEY 0.00% of their portfolio | 57.0k $3.2m | Reduced -2.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 41.0k $2.3m | Added +26.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 37.1k $2.1m | Added +5.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 26.7k $1.5m | Reduced -20.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 22.9k $1.3m | Added +16.1k |
| UBS Group AG 0.00% of their portfolio | 22.3k $1.2m | Reduced -42.2k |
| Cetera Advisors LLC 0.01% of their portfolio | 14.3k $794.9k | Added +479 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 14.1k $781.0k | Reduced -1.4k |
| One Capital Management, LLC 0.04% of their portfolio | 13.9k $770.6k | Added +113 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.5k $749.0k | Reduced -1.3k |
| LPL Financial LLC 0.00% of their portfolio | 13.1k $726.7k | Added +1.2k |
| HOWLAND CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 12.6k $696.5k | Reduced -9.1k |
| FLOW TRADERS U.S. LLC 0.03% of their portfolio | 10.6k $588.0k | Reduced -8.7k |
| Washington Trust Advisors, Inc. 0.06% of their portfolio | 9.6k $533.2k | Reduced -4.5k |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 9.4k $523.1k | New |
| Financial Engines Advisors L.L.C. 0.00% of their portfolio | 9.3k $515.8k | New |
| Asset Dedication, LLC 0.05% of their portfolio | 8.8k $489.0k | Added +1.3k |
| Invesco Ltd. 0.00% of their portfolio | 7.4k $407.8k | Added +894 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 7.2k $401.5k | Reduced -61.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 7.1k $395.9k | Reduced -386 |
| Capital Advisors, Ltd. LLC 0.07% of their portfolio | 6.8k $377.0k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 6.6k $368.0k | New |
| COMERICA BANK 0.00% of their portfolio | 5.9k $326.0k | New |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 4.4k $246.1k | Added +1.9k |
| CAHILL FINANCIAL ADVISORS INC 0.04% of their portfolio | 4.0k $221.3k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 3.7k $205.7k | New |
| WASHINGTON TRUST Co 0.01% of their portfolio | 2.4k $133.8k | Unchanged |
| SOA Wealth Advisors, LLC. 0.03% of their portfolio | 1.9k $104.9k | Reduced -10 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.3k $75.2k | Added +374 |
| IFP Advisors, Inc 0.00% of their portfolio | 900 $62.0k | Reduced -100 |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 720 $39.9k | New |
| Carmichael Hill & Associates, Inc. 0.02% of their portfolio | 515 $28.6k | Added +4 |
| Tacita Capital Inc 0.01% of their portfolio | 335 $19.0k | Reduced -39.0k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 165 $9.1k | Reduced -475 |
| SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio | 146 $8.1k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 100 $5.5k | Unchanged |
| Fiduciary Alliance LLC 0.00% of their portfolio | 78 $4.3k | First filing |
| MTM Investment Management, LLC 0.00% of their portfolio | 65 $3.6k | Unchanged |
| Realta Investment Advisors 0.00% of their portfolio | 62 $3.4k | Unchanged |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 61 $3.0k | Unchanged |
| Hexagon Capital Partners LLC 0.00% of their portfolio | 61 $3.4k | Unchanged |
| Founders Financial Alliance, LLC 0.00% of their portfolio | 43 $2.4k | Unchanged |
| Park Place Capital Corp 0.00% of their portfolio | 22 $1.0k | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |