Vault-13

WISDOMTREE TR DIM

INTL MIDCAP DV · ETP · CUSIP 97717W778

48 institutional holders +0 vs Q1 2026
500,653500.7k shares reported held*
$42.7mreported value*
6 new 21 added 11 reduced 6 sold out net sold ≈ $2.0m (-28.9k 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 ≈ $85.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 44Q4 22: 46Q1 23: 40Q2 23: 40Q3 23: 38Q4 23: 44Q1 24: 42Q2 24: 44Q3 24: 43Q4 24: 38Q1 25: 41Q2 25: 46Q3 25: 49Q4 25: 47Q1 26: 48Q2 26: 4848Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202244
Q4 202246
Q1 202340
Q2 202340
Q3 202338
Q4 202344
Q1 202442
Q2 202444
Q3 202443
Q4 202438
Q1 202541
Q2 202546
Q3 202549
Q4 202547
Q1 202648
Q2 202648

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 18 bought or addedQ3 24: 17 cut or sold outQ4 24: 16 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 18 cut or sold outQ2 25: 22 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 16 cut or sold outQ4 25: 24 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 20 cut or sold outQ2 26: 27 bought or addedQ2 26: 17 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241817
Q4 20241621
Q1 20251718
Q2 20252218
Q3 20252516
Q4 20252419
Q1 20262320
Q2 20262717

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +11,918+11.9k
Farther Finance Advisors, LLC Added +9,382+9.4k
OSAIC HOLDINGS, INC. Added +5,083+5.1k
Sanctuary Advisors, LLC Added +5,048+5.0k
RAYMOND JAMES FINANCIAL INC New +3,897+3.9k
ASSETMARK, INC New +3,755+3.8k
Destination Wealth Management New +2,756+2.8k
WELLS FARGO & COMPANY/MN Added +2,458+2.5k
FLOW TRADERS U.S. LLC Added +1,734+1.7k
Capital Investment Advisory Services, LLC New +500+500

Biggest sellers

WealthShield Partners, LLC Sold out -32,108-32.1k
Phillip James Consulting Co. Sold out -31,003-31.0k
Private Advisor Group, LLC Sold out -4,725-4.7k
JANE STREET GROUP, LLC Reduced -3,777-3.8k
UBS Group AG Reduced -2,239-2.2k
Rockefeller Capital Management L.P. Reduced -736-736
Mesirow Financial Investment Management, Inc. Reduced -620-620
MAI Capital Management Sold out -580-580
RMG Wealth Management LLC Sold out -543-543
GHP Investment Advisors, Inc. Reduced -515-515

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mesirow Financial Investment Management, Inc. 0.14% of their portfolio CHICAGO, IL 107,957108.0k $9.2m $9.2m 0.14% Reduced -620 -620
2 FLOW TRADERS U.S. LLC 0.12% of their portfolio NEW YORK, NY 33,48533.5k $2.9m $2.9m 0.12% Added +1.7k +1,734
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 32,13932.1k $2.7m $2.7m 0.00% Added +160 +160
4 SMITH, MOORE & CO. 0.17% of their portfolio CLAYTON, MO 31,59431.6k $2.7m $2.7m 0.17% Unchanged
5 GHP Investment Advisors, Inc. 0.10% of their portfolio Denver, CO 30,97531.0k $2.6m $2.6m 0.10% Reduced -515 -515
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 26,10426.1k $2.2m $2.2m 0.00% Added +2.5k +2,458
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 23,95424.0k $2.0m $2.0m 0.00% Added +29 +29
8 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,75123.8k $2.0m $2.0m 0.01% Added +5.0k +5,048
9 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 22,03922.0k $1.9m $1.9m 0.00% Reduced -736 -736
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,32915.3k $1.3m $1.3m 0.00% Reduced -248 -248
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,47314.5k $1.2m $1.2m 0.00% Added +11.9k +11,918
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 14,27814.3k $1.2m $1.2m 0.00% Reduced -2.2k -2,239
13 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 13,21113.2k $1.1m $1.1m 0.02% Added +45 +45
14 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,10211.1k $946.2k $946.2k 0.01% Added +9.4k +9,382
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,8238.8k $752.0k $752.0k 0.00% Reduced -254 -254
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,3428.3k $711.0k $711.0k 0.00% Added +482 +482
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,1248.1k $692.4k $692.4k 0.00% Reduced -3.8k -3,777
18 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,3376.3k $540.0k $540.0k 0.00% Reduced -320 -320
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,1596.2k $524.9k $524.9k 0.00% Added +485 +485
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,1035.1k $434.9k $434.9k 0.00% Added +5.1k +5,083
21 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 4,8294.8k $411.6k $411.6k 0.00% Reduced -335 -335
22 CAHILL FINANCIAL ADVISORS INC 0.04% of their portfolio EDINA, MN 4,6264.6k $394.3k $394.3k 0.04% Added +191 +191
23 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 3,9754.0k $338.8k $338.8k 0.01% Added +75 +75
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 3,8973.9k $332.1k $332.1k 0.00% New
25 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,7553.8k $320.0k $320.0k 0.00% New
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,6623.7k $312.1k $312.1k 0.00% Added +31 +31
27 Cascade Financial Partners, LLC 0.03% of their portfolio SAN DIEGO, CA 3,6503.6k $311.1k $311.1k 0.03% Unchanged
28 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 3,4243.4k $291.8k $291.8k 0.00% Added +7 +7
29 Elm3 Financial Group, LLC 0.20% of their portfolio ALPHARETTA, GA 3,3433.3k $284.9k $284.9k 0.20% Reduced -130 -130
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 3,1183.1k $265.8k $265.8k 0.00% Added +2 +2
31 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 2,7992.8k $238.6k $238.6k 0.01% Unchanged
32 Wealthcare Capital Partners, LLC 0.10% of their portfolio WEST CHESTER, PA 2,7602.8k $235.2k $235.2k 0.10% Added +50 +50
33 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 2,7562.8k $234.9k $234.9k 0.01% New
34 TopTier Wealth Management, LLC 0.13% of their portfolio MUSKEGO, WI 2,5062.5k $213.6k $213.6k 0.13% Added +18 +18
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,2452.2k $189.7k $189.7k 0.00% Added +356 +356
36 Washington Trust Advisors, Inc. 0.01% of their portfolio WELLESLEY, MA 1,3121.3k $111.8k $111.8k 0.01% Unchanged
37 Asset Dedication, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,2101.2k $103.1k $103.1k 0.01% Unchanged
38 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,1371.1k $96.9k $96.9k 0.00% Unchanged
39 SOA Wealth Advisors, LLC. 0.01% of their portfolio NEW YORK, NY 606606 $51.6k $51.6k 0.01% Added +11 +11
40 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 500500 $42.6k $42.6k 0.00% New
41 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 466466 $39.7k $39.7k 0.00% New
42 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 354354 $30.2k $30.2k 0.00% New
43 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 165165 $14.0k $14.0k 0.00% Unchanged
44 Hilton Head Capital Partners, LLC 0.00% of their portfolio HILTON HEAD ISLAND, SC 101101 $8.6k $8.6k 0.00% Added +1 +1
45 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 8585 $7.2k $7.2k 0.00% Unchanged
46 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 5757 $4.9k $4.9k 0.00% Unchanged
47 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3535 $3.0k $3.0k 0.00% Unchanged
48 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $85 $85 0.00% Reduced -43 -43