WisdomTree Emerging Markets Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 692.97 K | $28.31 M | 3.38% | 18.23% |
| SIMPLIFI, INC. | 07/24/2026 | 329.15 K | $13.45 M | -2.89% | 8.66% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 247.11 K | $10.09 M | 28.33% | 6.50% |
| ONE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 163.38 K | $5.41 M | 0.00% | 4.30% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 125.35 K | $5.12 M | 3.62% | 3.30% |
| ROYAL BANK OF CANADA | 08/14/2026 | 104.08 K | $4.25 M | -2.99% | 2.74% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 08/07/2026 | 82.86 K | $3.38 M | -1.05% | 2.18% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 79.04 K | $3.20 M | 50.15% | 2.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 67.77 K | $2.77 M | 506.62% | 1.78% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 51.41 K | $2.10 M | 7.33% | 1.35% |
| HOBBS GROUP ADVISORS, LLC | 08/13/2026 | 51.39 K | $2.10 M | 0.02% | 1.35% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 44.59 K | $1.82 M | 1.17% | 1.17% |
| LIDO ADVISORS, LLC | 08/07/2026 | 42.81 K | $1.75 M | -1.56% | 1.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 42.45 K | $1.73 M | -28.04% | 1.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 41.93 K | $1.71 M | -23.95% | 1.10% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 38.36 K | $1.57 M | -11.18% | 1.01% |
| MORGAN STANLEY | 08/13/2026 | 34.10 K | $1.39 M | 9.20% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 27.42 K | $1.12 M | -0.35% | 0.72% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 24.07 K | $983.18 K | 30.88% | 0.63% |
| CAPITAL ADVISORS, LTD. LLC | 07/16/2026 | 21.53 K | $880.00 K | 0.03% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 18.92 K | $772.81 K | 8.57% | 0.50% |
| JANE STREET GROUP, LLC | 08/14/2026 | 18.69 K | $763.53 K | -63.34% | 0.49% |
| GREAT WATERS WEALTH MANAGEMENT | 07/09/2026 | 16.65 K | $680.23 K | -3.67% | 0.44% |
| ORGEL WEALTH MANAGEMENT, LLC | 07/13/2026 | 14.57 K | $595.19 K | 45.26% | 0.38% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 14.01 K | $572.43 K | -8.14% | 0.37% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 12.79 K | $522.50 K | 0.00% | 0.34% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 9.48 K | $387.16 K | -25.19% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 8.85 K | $361.37 K | -2.10% | 0.23% |
| MARINER, LLC | 08/13/2026 | 8.23 K | $336.19 K | -3.29% | 0.22% |
| CAPITAL MANAGEMENT CORP /VA | 07/29/2026 | 8.11 K | $331.13 K | 0.00% | 0.21% |
| IFP ADVISORS, INC | 07/20/2026 | 7.21 K | $294.49 K | 0.00% | 0.19% |
| CLARK ASSET MANAGEMENT, LLC | 07/07/2026 | 7.11 K | $290.48 K | 0.00% | 0.19% |
| OPPENHEIMER & CO INC | 08/03/2026 | 7.00 K | $285.95 K | 0.00% | 0.18% |
| FRAZIER FINANCIAL ADVISORS, LLC | 08/10/2026 | 6.10 K | $249.15 K | 0.00% | 0.16% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 5.57 K | $227.96 K | 100.00% | 0.15% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 5.43 K | $221.77 K | 100.00% | 0.14% |
| SPINNAKER INVESTMENT GROUP, LLC | 07/10/2026 | 5.41 K | $220.88 K | 100.00% | 0.14% |
| PURSUIT WEALTH STRATEGIES, LLC | 08/13/2026 | 4.57 K | $186.58 K | 100.00% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 3.15 K | $128.68 K | 100.00% | 0.08% |
| CENTRAL TRUST CO | 07/31/2026 | 3.00 K | $122.55 K | 0.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.35 K | $95.83 K | 100.00% | 0.06% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 1.76 K | $71.90 K | -8.86% | 0.05% |
| IFG ADVISORY, LLC | 08/14/2026 | 1.67 K | $68.18 K | 100.00% | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 1.50 K | $61.28 K | 0.00% | 0.04% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 07/16/2026 | 1.26 K | $51.47 K | 0.00% | 0.03% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 823 | $33.62 K | 0.00% | 0.02% |
| CULLEN/FROST BANKERS, INC. | 07/27/2026 | 501 | $20.45 K | 100.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 476 | $19.45 K | 0.00% | 0.01% |
| NBC SECURITIES, INC. | 07/21/2026 | 380 | $15.52 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 350 | $14.05 K | 0.00% | 0.01% |
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WisdomTree Emerging Markets Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 76 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Quality Dividend Growth Fund. The most heavily invested institutionals were:
LPL Financial LLC: 692,966
SimpliFi, Inc.: 329,152
Cetera Investment Advisers: 247,113
One Capital Management, LLC: 163,381
HighTower Advisors, LLC: 125,346
ROYAL BANK OF CANADA: 104,084
65.99% of WisdomTree Emerging Markets Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.36 M shares in the last 24 months. This purchase volume represents approximately $114.89 M in transactions.