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 | 05/06/2026 | 670.30 K | $22.20 M | 2.50% | 20.02% |
| SIMPLIFI, INC. | 04/23/2026 | 338.96 K | $11.23 M | 0.19% | 10.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 192.56 K | $6.38 M | 35.81% | 5.75% |
| ONE CAPITAL MANAGEMENT, LLC | 05/13/2026 | 163.38 K | $5.41 M | -86.34% | 4.88% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 130.54 K | $4.32 M | 100.00% | 3.90% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 120.96 K | $4.01 M | -3.76% | 3.61% |
| ROYAL BANK OF CANADA | 05/15/2026 | 107.29 K | $3.55 M | -8.25% | 3.20% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 04/16/2026 | 83.74 K | $2.77 M | 1.54% | 2.50% |
| CITADEL ADVISORS LLC | 05/15/2026 | 58.99 K | $1.95 M | 100.00% | 1.76% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 55.13 K | $1.83 M | 677.16% | 1.65% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 52.64 K | $1.74 M | -16.36% | 1.57% |
| HOBBS GROUP ADVISORS, LLC | 05/20/2026 | 51.38 K | $1.70 M | -0.62% | 1.53% |
| JANE STREET GROUP, LLC | 05/12/2026 | 50.98 K | $1.69 M | 100.00% | 1.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 47.89 K | $1.59 M | 3.29% | 1.43% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 44.07 K | $1.46 M | 100.00% | 1.32% |
| LIDO ADVISORS, LLC | 05/13/2026 | 43.49 K | $1.44 M | -1.42% | 1.30% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 43.19 K | $1.45 M | 889.44% | 1.29% |
| MORGAN STANLEY | 05/15/2026 | 31.23 K | $1.03 M | 40.36% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 27.52 K | $911.47 K | -0.10% | 0.82% |
| CAPITAL ADVISORS, LTD. LLC | 04/16/2026 | 21.53 K | $713.00 K | 0.01% | 0.64% |
| KMG FIDUCIARY PARTNERS, LLC | 04/13/2026 | 19.15 K | $634.39 K | -10.13% | 0.57% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 18.39 K | $609.13 K | 32.25% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 17.43 K | $577.16 K | 100.00% | 0.52% |
| GREAT WATERS WEALTH MANAGEMENT | 04/17/2026 | 17.29 K | $572.55 K | -2.70% | 0.52% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 15.26 K | $505.29 K | -4.29% | 0.46% |
| 180 WEALTH ADVISORS, LLC | 05/01/2026 | 12.79 K | $423.66 K | 1.11% | 0.38% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 12.67 K | $419.63 K | 4.57% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 11.17 K | $370.08 K | -6.92% | 0.33% |
| ORGEL WEALTH MANAGEMENT, LLC | 04/07/2026 | 10.03 K | $332.22 K | 100.00% | 0.30% |
| 05/14/2026 | 9.11 K | $301.62 K | -16.93% | 0.27% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 9.04 K | $299.31 K | -22.71% | 0.27% |
| MARINER, LLC | 05/13/2026 | 8.51 K | $281.87 K | 6.94% | 0.25% |
| CAPITAL MANAGEMENT CORP /VA | 04/23/2026 | 8.11 K | $268.49 K | -9.99% | 0.24% |
| IFP ADVISORS, INC | 04/13/2026 | 7.21 K | $238.78 K | 0.00% | 0.22% |
| CLARK ASSET MANAGEMENT, LLC | 04/16/2026 | 7.11 K | $235.54 K | 0.00% | 0.21% |
| OPPENHEIMER & CO INC | 04/24/2026 | 7.00 K | $231.86 K | 0.00% | 0.21% |
| FRAZIER FINANCIAL ADVISORS, LLC | 05/05/2026 | 6.10 K | $202.02 K | 0.25% | 0.18% |
| CENTRAL TRUST CO | 04/17/2026 | 3.00 K | $99.37 K | 0.00% | 0.09% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 1.93 K | $63.96 K | 2.33% | 0.06% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 1.70 K | $56.31 K | 0.00% | 0.05% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1.50 K | $49.68 K | 50.00% | 0.04% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 04/22/2026 | 1.26 K | $41.74 K | -48.78% | 0.04% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 823 | $27.26 K | 0.00% | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 476 | $15.77 K | 100.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 476 | $15.77 K | 100.00% | 0.01% |
| NBC SECURITIES, INC. | 04/14/2026 | 380 | $12.59 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 350 | $11.17 K | 0.00% | 0.01% |
| 05/06/2026 | 212 | $7.02 K | 100.00% | 0.01% | |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 160 | $5.29 K | 0.63% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 05/15/2026 | 151 | $5.02 K | 0.00% | 0.00% |
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WisdomTree Emerging Markets Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Quality Dividend Growth Fund. The most heavily invested institutionals were:
LPL Financial LLC: 670,303
SimpliFi, Inc.: 338,964
Cetera Investment Advisers: 192,559
One Capital Management, LLC: 163,381
OLD MISSION CAPITAL LLC: 130,544
HighTower Advisors, LLC: 120,963
76.00% of WisdomTree Emerging Markets Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.39 M shares in the last 24 months. This purchase volume represents approximately $115.86 M in transactions.