WisdomTree China ex-State-Owned Enterprises Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | 08/14/2026 | 73.85 K | $2.87 M | 100.00% | 0.56% |
| MORGAN STANLEY | 08/13/2026 | 72.20 K | $2.81 M | -1.59% | 0.55% |
| CERITY PARTNERS LLC | 08/14/2026 | 41.48 K | $1.61 M | 0.55% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 32.46 K | $1.26 M | -7.05% | 0.25% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 31.87 K | $1.24 M | 3.24% | 0.24% |
| UBS GROUP AG | 08/13/2026 | 31.47 K | $1.22 M | -5.48% | 0.24% |
| ROYAL BANK OF CANADA | 08/14/2026 | 31.24 K | $1.22 M | 579.72% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 29.91 K | $1.16 M | -63.49% | 0.23% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 08/14/2026 | 24.16 K | $939.19 K | 0.00% | 0.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 17.13 K | $666.21 K | -5.43% | 0.13% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 15.08 K | $586.15 K | -6.98% | 0.11% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.47 K | $523.90 K | 100.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 8.92 K | $346.62 K | -0.73% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 7.82 K | $304.02 K | 329.85% | 0.06% |
| HRT FINANCIAL LP | 08/14/2026 | 6.76 K | $262.00 K | 100.00% | 0.05% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 6.61 K | $257.13 K | 100.00% | 0.05% |
| GRANVILLE CAPITAL, INC. | 08/11/2026 | 6.31 K | $245.45 K | 0.17% | 0.05% |
| SUMMIT INVESTMENT ADVISORY SERVICES, LLC | 07/24/2026 | 5.35 K | $207.90 K | 0.00% | 0.04% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 08/10/2026 | 3.54 K | $137.53 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.18 K | $45.73 K | 0.00% | 0.01% |
| DUNHILL FINANCIAL, LLC | 08/07/2026 | 1.00 K | $38.88 K | 25.00% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 07/28/2026 | 980 | $37.16 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 700 | $27.22 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 656 | $25.51 K | 0.00% | 0.01% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 616 | $23.95 K | 0.00% | 0.00% |
| ANKERSTAR WEALTH, LLC | 08/13/2026 | 549 | $21.35 K | -60.93% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 453 | $17.61 K | -94.16% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 400 | $15.55 K | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 331 | $12.87 K | -47.54% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 225 | $8.75 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 224 | $8.67 K | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 08/05/2026 | 219 | $8.52 K | 100.00% | 0.00% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 155 | $6.03 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 50 | $1.94 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 9 | $345 | 100.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 8 | $312 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 07/16/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree China ex-State-Owned Enterprises Fund institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of WisdomTree China ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
OLD MISSION CAPITAL LLC: 73,854
MORGAN STANLEY: 72,202
Cerity Partners LLC: 41,482
Cambridge Investment Research Advisors, Inc.: 32,458
Avestar Capital, LLC: 31,870
UBS Group AG: 31,472
3.56% of WisdomTree China ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.07 M shares in the last 24 months. This purchase volume represents approximately $41.09 M in transactions.