DIM — WISDOMTREE INTL M/C DVD FUND
As of Q2 2026, 6 SEC-registered investment managers reported holding DIM (WISDOMTREE INTL M/C DVD FUND) in their latest 13F filings, with a combined reported value of $8.63M across 101.31K shares. That is +0.0% by share count (+30 shares) versus the previous quarter, while reported value moved +2.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 32.14K | $2.74M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 26.10K | $2.22M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 23.95K | $2.04M | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 14.28K | $1.22M | 0.00% | Reduce |
| BNY Mellon history | Q3 2025 | 7.26K | $560.85K | 0.00% | New |
| Invesco Ltd history | Q2 2026 | 4.83K | $411.58K | 0.00% | Reduce |
| Citadel Advisors history | Q3 2025 | 2.83K | $218.95K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2024 | 117 | $7.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1 | $85 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 66.63K | 62.46K | 59.51K | 64.19K | 59.56K | 56.98K | 68.50K | 54.51K | 50.28K | 50.73K | 51.39K | 49.39K | 42.46K | 55.45K | 44.92K | 34.57K | 32.86K | 32.59K | 31.98K | 32.14K |
| Wells Fargo & Co | 43.55K | 44.82K | 42.34K | 53.19K | 46.72K | 26.69K | 26.35K | 24.70K | 26.50K | 26.15K | 26.62K | 26.45K | 25.80K | 24.97K | 22.16K | 18.26K | 19.71K | 23.31K | 23.65K | 26.10K |
| Bank of America Corp | 10.77K | 10.68K | 12.02K | 14.11K | 32.08K | 37.15K | 45.93K | 37.73K | 41.96K | 34.05K | 33.51K | 33.04K | 32.31K | 35.75K | 25.77K | 25.57K | 25.31K | 25.33K | 23.93K | 23.95K |
| UBS Group AG | 61.86K | 63.15K | 63.62K | 65.78K | 64.49K | 22.30K | 19.61K | 19.48K | 18.39K | 18.46K | 17.53K | 17.49K | 15.94K | 15.12K | 17.08K | 15.25K | 16.71K | 16.77K | 16.52K | 14.28K |
| Invesco Ltd | 7.68K | 6.88K | 6.56K | 6.66K | 6.46K | 7.35K | 6.87K | 8.65K | 8.77K | 9.22K | 9.35K | 7.87K | 6.85K | 6.93K | 6.73K | 6.17K | 5.84K | 5.37K | 5.16K | 4.83K |
| Fidelity Management & Research (FMR) | 9 | 1 | 1 | 7 | — | — | 1 | 210 | — | 1 | — | 1 | 1.50K | 763 | — | 1 | 43 | 43 | 44 | 1 |
| Citadel Advisors | 62.47K | 9.17K | — | — | 14.25K | 41.03K | 24.58K | 11.46K | 28.86K | 83.70K | 15.28K | 12.12K | — | 6.20K | — | — | 2.83K | — | — | — |
| BNY Mellon | — | 33.78K | 17.77K | 28.23K | 6.78K | 22.88K | 7.00K | — | 25.27K | 5.10K | 10.49K | — | — | — | 7.80K | — | 7.26K | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 117 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details