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Wisdomtree Intl M/C DVD Fund (DIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mesirow Financial Investment Management, Inc.
INCREASED
Shares108,880 from 107,957
Change+923 (+1%)
Value$9.4M (+$177.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares50,139 from 11,102
Change+39,037 (+352%)
Value$4.3M (+$3.4M)
Filed 2026-10-08
GHP Investment Advisors, Inc.
DECREASED
Shares30,672 from 30,975
Change-303 (-1%)
Value$2.6M (+$1.8K)
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares6,557 from 6,159
Change+398 (+6%)
Value$564.8K (+$39.8K)
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares6,006 from 6,337
Change-331 (-5%)
Value$517 (-$539.5K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,999 from 3,975
Change+24 (+1%)
Value$344.4K (+$5.7K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares3,439 from 3,755
Change-316 (-8%)
Value$296.2K (-$23.8K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares3,426 from 3,424
Change+2 (+0%)
Value$295.1K (+$3.3K)
Filed 2026-10-23
Elm3 Financial Group, LLC
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$287.9K (+$3.0K)
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares3,119 from 3,118
Change+1 (+0%)
Value$268.7K (+$2.9K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
NEW
Shares2,999
Change+2,999
Value$258.3K
Filed 2026-10-08
Sigma Planning Corp
UNCHANGED
Shares2,799 from 2,799
Change0 (0%)
Value$241.1K (+$2.5K)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
INCREASED
Shares2,777 from 2,760
Change+17 (+1%)
Value$239.2K (+$3.9K)
Filed 2026-10-21
TopTier Wealth Management, LLC
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$215.9K (+$2.2K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$113.0K (+$1.2K)
Filed 2026-10-22
Asset Dedication, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$104.2K (+$1.1K)
Filed 2026-11-03
Eastern Bank
NEW
Shares1,025
Change+1,025
Value$88.3K
Filed 2026-10-05
Hilton Head Capital Partners, LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$8.7K (+$123)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$4.9K (+$52)
Filed 2026-10-27
IFP Advisors, Inc
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$96.9K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-30
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$30.2K)
Filed 2026-11-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-06
Flow Traders U.S. LLC
N/A
Shares— from 33,485
Change-33,485 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 32,139
Change-32,139 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 31,594
Change-31,594 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 26,104
Change-26,104 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,954
Change-23,954 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,751
Change-23,751 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 22,039
Change-22,039 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,329
Change-15,329 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,278
Change-14,278 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 165
Change-165 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Mesirow Financial Investment Management, Inc.
INCREASED108,880107,957+923+1%$9.2M$9.4M+$177.1K2026-11-05
Farther Finance Advisors, LLC
INCREASED50,13911,102+39,037+352%$946.2K$4.3M+$3.4M2026-10-08
GHP Investment Advisors, Inc.
DECREASED30,67230,975-303-1%$2.6M$2.6M+$1.8K2026-10-15
LPL Financial LLC
INCREASED6,5576,159+398+6%$524.9K$564.8K+$39.8K2026-11-06
Park Avenue Securities LLC
DECREASED6,0066,337-331-5%$540.0K$517-$539.5K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED3,9993,975+24+1%$338.8K$344.4K+$5.7K2026-10-13
Assetmark, Inc
DECREASED3,4393,755-316-8%$320.0K$296.2K-$23.8K2026-10-21
Apollon Wealth Management, LLC
INCREASED3,4263,424+2+0%$291.8K$295.1K+$3.3K2026-10-23
Elm3 Financial Group, LLC
UNCHANGED3,3433,34300%$284.9K$287.9K+$3.0K2026-10-07
Commonwealth Equity Services, LLC
INCREASED3,1193,118+1+0%$265.8K$268.7K+$2.9K2026-11-02
Avidian Wealth Enterprises, LLC
NEW2,999—+2,999——$258.3K—2026-10-08
Sigma Planning Corp
UNCHANGED2,7992,79900%$238.6K$241.1K+$2.5K2026-10-23
Wealthcare Capital Partners, LLC
INCREASED2,7772,760+17+1%$235.2K$239.2K+$3.9K2026-10-21
TopTier Wealth Management, LLC
UNCHANGED2,5062,50600%$213.6K$215.9K+$2.2K2026-10-16
Washington Trust Advisors, Inc.
UNCHANGED1,3121,31200%$111.8K$113.0K+$1.2K2026-10-22
Asset Dedication, LLC
UNCHANGED1,2101,21000%$103.1K$104.2K+$1.1K2026-11-03
Eastern Bank
NEW1,025—+1,025——$88.3K—2026-10-05
Hilton Head Capital Partners, LLC
INCREASED102101+1+1%$8.6K$8.7K+$1232026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED575700%$4.9K$4.9K+$522026-10-27
IFP Advisors, Inc
CLOSED01,137-1,137-100%$96.9K$0-$96.9K2026-10-16
Capital Investment Advisory Services, LLC
CLOSED0500-500-100%$42.6K$0-$42.6K2026-10-30
Institute for Wealth Management, Llc.
CLOSED0354-354-100%$30.2K$0-$30.2K2026-11-06
Russell Investments Group, Ltd.
CLOSED035-35-100%$3.0K$0-$3.0K2026-11-06
Flow Traders U.S. LLC
N/A—33,485-33,485-100%$2.9M———
Morgan Stanley
N/A—32,139-32,139-100%$2.7M———
Smith, Moore & Co.
N/A—31,594-31,594-100%$2.7M———
Wells Fargo & Company
N/A—26,104-26,104-100%$2.2M———
Bank of America Corp
N/A—23,954-23,954-100%$2.0M———
Sanctuary Advisors, LLC
N/A—23,751-23,751-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—22,039-22,039-100%$1.9M———
Cetera Investment Advisers
N/A—15,329-15,329-100%$1.3M———
Susquehanna International Group, LLP
N/A—14,473-14,473-100%$1.2M———
UBS Group AG
N/A—14,278-14,278-100%$1.2M———
Geneos Wealth Management Inc.
N/A—13,211-13,211-100%$1.1M———
Envestnet Asset Management Inc
N/A—8,823-8,823-100%$752.0K———
Royal Bank of Canada
N/A—8,342-8,342-100%$711.0K———
Jane Street Group, LLC
N/A—8,124-8,124-100%$692.4K———
Osaic Holdings, Inc.
N/A—5,103-5,103-100%$434.9K———
Invesco Ltd.
N/A—4,829-4,829-100%$411.6K———
Cahill Financial Advisors Inc
N/A—4,626-4,626-100%$394.3K———
Raymond James Financial Inc
N/A—3,897-3,897-100%$332.1K———
Stifel Financial Corp
N/A—3,662-3,662-100%$312.1K———
Cascade Financial Partners, LLC
N/A—3,650-3,650-100%$311.1K———
Destination Wealth Management
N/A—2,756-2,756-100%$234.9K———
Jones Financial Companies Lllp
N/A—2,245-2,245-100%$189.7K———
SOA Wealth Advisors, Llc.
N/A—606-606-100%$51.6K———
Ameritas Advisory Services, LLC
N/A—466-466-100%$39.7K———
National Bank of Canada
N/A—165-165-100%$14.0K———
Founders Financial Alliance, LLC
N/A—85-85-100%$7.2K———
BFC Planning, Inc.
N/A—43-43-100%$3.7K———
FMR LLC
N/A—1-1-100%$85———
Showing 51 of 51 institutions