Mesirow Financial Investment Management, Inc. DIM — WISDOMTREE TR

Ownership history in Mesirow Financial Investment Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Mesirow Financial Investment Management, Inc. reported WISDOMTREE TR (DIM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.26% in 2024 Q3. The latest visible filing shows DIM at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mesirow Financial Investment Management, Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DIM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIM stock page Mesirow Financial Investment Management, Inc. fund profile Mesirow Financial Investment Management, Inc. full holdings
How Mesirow Financial Investment Management, Inc. held DIM — position size vs. price
% of Fund (quarterly)    DIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 107,957 -620 -0.6% 0.14% $9.2M 2026-07-22 $86.54
2026 Q1 ADDED — — — 108,577 +19,916 +22.5% 0.15% $9.0M 2026-04-21 $84.58
2025 Q4 REDUCED 13.0% +2.9% ❌ 88,661 -13,196 -13.0% 0.15% $7.1M 2026-02-05 $83.70
2025 Q3 ADDED — — — 101,857 +570 +0.6% 0.14% $7.9M 2025-11-12 $76.76
2025 Q2 REDUCED 49.3% +2.9% ❌ 101,287 -98,517 -49.3% 0.15% $7.6M 2025-08-04 $72.93
2025 Q1 ADDED — — — 199,804 +101,042 +102.3% 0.26% $13.2M 2025-05-08 $67.49
2024 Q4 REDUCED 50.6% +9.3% ❌ 98,762 -101,342 -50.6% 0.12% $6.0M 2025-02-07 $59.90
2024 Q3 INITIATED — — — 200,104 — — 0.26% $13.3M 2024-11-01 $59.22

🏢 Other funds also holding DIM

As of 2026 Q2 — sorted by position size

TopTier Wealth Management, LLC 0.13% Wealthcare Capital Partners, LLC 0.1% GHP Investment Advisors, Inc. 3Y 7Y 0.1% SOA Wealth Advisors, LLC. 3Y 0.01% Farther Finance Advisors, LLC 0.01% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.0% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% Capital Investment Advisory Services, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Mesirow Financial Investment Management, Inc. and DIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mesirow Financial Investment Management, Inc. reported owning DIM?

Mesirow Financial Investment Management, Inc. reported DIM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported DIM position in Mesirow Financial Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for DIM was 0.26% in 2024 Q3.

What is the latest reported DIM position on this page?

The most recent filing on this page is 2026 Q2, when Mesirow Financial Investment Management, Inc. reported 107,957 shares, equal to 0.14% of portfolio, with an estimated market value of $9.2M.

What does the chart on this DIM ownership page compare?

The chart compares Mesirow Financial Investment Management, Inc.'s quarterly DIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mesirow Financial Investment Management, Inc. time their DIM position?

Based on 13F filing dates vs. subsequent DIM price moves, Mesirow Financial Investment Management, Inc. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on DIM relative to SPY over the holding period was +5.4%.

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