WisdomTree China ex-State-Owned Enterprises Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 494.06 K | $18.69 M | 100.00% | 3.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 81.94 K | $3.10 M | 65.31% | 0.65% |
| MORGAN STANLEY | 05/15/2026 | 73.37 K | $2.78 M | -9.86% | 0.58% |
| CERITY PARTNERS LLC | 05/15/2026 | 41.26 K | $1.56 M | 100.00% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 34.92 K | $1.32 M | -1.49% | 0.28% |
| UBS GROUP AG | 05/05/2026 | 33.30 K | $1.26 M | -4.81% | 0.26% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 30.87 K | $1.17 M | 8.61% | 0.24% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 05/11/2026 | 24.16 K | $913.60 K | -31.74% | 0.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 18.12 K | $685.28 K | -6.19% | 0.14% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 16.21 K | $612.95 K | 13.73% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 8.98 K | $339.68 K | -28.90% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 7.76 K | $293.48 K | 170.25% | 0.06% |
| 05/11/2026 | 6.30 K | $238.35 K | 0.05% | 0.05% | |
| JANE STREET GROUP, LLC | 05/12/2026 | 5.82 K | $220.13 K | -71.65% | 0.05% |
| SUMMIT INVESTMENT ADVISORY SERVICES, LLC | 04/23/2026 | 5.35 K | $202.24 K | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.60 K | $174.00 K | -94.43% | 0.04% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05/07/2026 | 3.54 K | $133.78 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.82 K | $68.80 K | 0.00% | 0.01% |
| 05/14/2026 | 1.41 K | $53.14 K | -6.83% | 0.01% | |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.31 K | $49.54 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.18 K | $44.49 K | 42.37% | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 04/28/2026 | 980 | $36.85 K | 0.00% | 0.01% |
| DUNHILL FINANCIAL, LLC | 05/06/2026 | 800 | $30.26 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 700 | $26.47 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 656 | $24.81 K | 0.00% | 0.01% |
| FMR LLC | 05/15/2026 | 631 | $23.88 K | -0.47% | 0.01% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 616 | $23.30 K | -34.47% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 225 | $8.51 K | 0.00% | 0.00% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 155 | $5.86 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 50 | $1.89 K | 0.00% | 0.00% |
| 05/06/2026 | 38 | $1.44 K | 100.00% | 0.00% | |
| CWM, LLC | 05/14/2026 | 32 | $1.20 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 8 | $303 | 100.00% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 04/15/2026 | 1 | $27 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SOL CAPITAL MANAGEMENT CO | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 0 | $0 | -100.00% | 0.00% |
| Y.D. MORE INVESTMENTS LTD | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 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, 52 institutional investors and hedge funds held shares of WisdomTree China ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 494,061
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 81,940
MORGAN STANLEY: 73,371
Cerity Partners LLC: 41,257
Cambridge Investment Research Advisors, Inc.: 34,921
UBS Group AG: 33,297
7.10% of WisdomTree China ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.49 M shares in the last 24 months. This purchase volume represents approximately $57.51 M in transactions.