WISDOMTREE TR

Watch

Share

DIM·97717W778·US·etf·Unknown - Unknown

INTL MIDCAP DV

DIM (WISDOMTREE TR) is held by 23 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($2.6M), BANK OF AMERICA CORP /DE/ ($2M), WELLS FARGO & COMPANY/MN ($2M). Net institutional sentiment: Mixed.

23

Holders

Avg rating(3 Elite)

$17.5M

Total Value

39% (26)

Fund Consensus

9 buying - 14 selling

Smart Money Verdict

View all

49Weak MomentumSingle Source

Institutional (13F)49

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how DIM's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

11

★★★★

Strong

10

★★★

Solid

2

★★

Below

0

★

Weak

Held by 23 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (23)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	31,979(-1.9%)	$2.6M	0.0%	+49.01%	0
BANK OF AMERICA CORP /DE/	Decreased	23,925(-5.5%)	$2M	0.0%	+47.02%	0
WELLS FARGO & COMPANY/MN	Increased	23,646(+1.4%)	$2M	0.0%	+47.90%	26
Rockefeller Capital Management L.P.	Decreased	22,775(-1.5%)	$1.9M	0.0%	+67.49%	0
Sanctuary Advisors, LLC	Increased	18,703(+66.8%)	$1.5M	0.0%	+4.45%	38
UBS Group AG	Decreased	16,517(-1.5%)	$1.4M	0.0%	+76.57%	0
Cetera Investment Advisers	Decreased	15,577(-5.8%)	$1.3M	0.0%	+44.03%	0
JANE STREET GROUP, LLC	Increased	11,901(+142.8%)	$985,760	0.0%	+5.62%	40
ENVESTNET ASSET MANAGEMENT INC	Decreased	9,077(-5.8%)	$751,860	0.0%	+36.92%	0
ROYAL BANK OF CANADA	Decreased	7,860(-4.7%)	$651,000	0.0%	+47.06%	0
LPL Financial LLC	Increased	5,674(+4.5%)	$469,977	0.0%	+37.51%	25
Invesco Ltd.	Decreased	5,164(-3.8%)	$427,734	0.0%	+64.02%	0
Private Advisor Group, LLC	Decreased	4,725(-6.6%)	$391,393	0.0%	+6.75%	0
STIFEL FINANCIAL CORP	Increased	3,631(+0.0%)	$300,793	0.0%	+58.53%	23
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3,116(-24.3%)	$258,060	0.0%	+76.42%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	2,555(-28.6%)	$211,631	0.0%	+54.04%	0
JONES FINANCIAL COMPANIES LLLP	Increased	1,889(+19.2%)	$151,681	0.0%	+29.94%	26
Farther Finance Advisors, LLC	Unchanged	1,720	$144,599	0.0%	+33.44%	0
MAI Capital Management	Increased	580(+0.2%)	$48,022	0.0%	+45.64%	20
NATIONAL BANK OF CANADA /FI/	Unchanged	165	$13,667	0.0%	+50.34%	0

Showing 1-20 of 26

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer