WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 50.79 K | $2.86 M | -11.49% | 5.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 46.90 K | $2.64 M | 4.81% | 4.73% |
| BIP WEALTH, LLC | 08/03/2026 | 34.03 K | $1.92 M | 8.76% | 3.43% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 15.44 K | $863.04 K | 0.36% | 1.56% |
| TRUVESTMENTS CAPITAL LLC | 08/12/2026 | 14.72 K | $828.57 K | -1.76% | 1.48% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 12.00 K | $676.00 K | 4.41% | 1.21% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 9.96 K | $549.94 K | 100.00% | 1.00% |
| XML FINANCIAL, LLC | 07/24/2026 | 8.94 K | $503.21 K | -1.35% | 0.90% |
| CITADEL ADVISORS LLC | 09/02/2026 | 7.24 K | $407.50 K | -7.21% | 0.73% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 5.96 K | $335.55 K | 0.00% | 0.60% |
| CREATIVE PLANNING | 08/13/2026 | 5.21 K | $293.38 K | -1.33% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.81 K | $270.91 K | 13.97% | 0.49% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 4.55 K | $256.03 K | 1.81% | 0.46% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.14 K | $232.86 K | 69.09% | 0.42% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 4.00 K | $225.20 K | -1.23% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 3.73 K | $210.22 K | 0.00% | 0.38% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 3.23 K | $181.74 K | 462.37% | 0.33% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 2.68 K | $150.83 K | 100.00% | 0.27% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 2.65 K | $149.29 K | -18.68% | 0.27% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 2.63 K | $148.04 K | 2.90% | 0.27% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 2.60 K | $145.08 K | 0.00% | 0.26% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.75 K | $98.70 K | 100.00% | 0.18% |
| IMA WEALTH, INC. | 08/10/2026 | 1.38 K | $77.52 K | 100.00% | 0.14% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 1.21 K | $68.12 K | 0.00% | 0.12% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 991 | $55.79 K | 0.00% | 0.10% |
| AMERIFLEX GROUP, INC. | 08/14/2026 | 812 | $45.69 K | 2.92% | 0.08% |
| BLACKROCK, INC. | 08/07/2026 | 663 | $37.33 K | 0.00% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 250 | $14.08 K | -83.43% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 200 | $11.26 K | -84.91% | 0.02% |
| US BANCORP \DE\ | 08/12/2026 | 131 | $7.38 K | 0.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 104 | $5.86 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 81 | $5.00 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 47 | $2.69 K | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 28 | $1.55 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 21 | $1.18 K | 75.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 11 | $619 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $56 | 0.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International AI Enhanced Value Fund institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 50,789
LPL Financial LLC: 46,897
BIP Wealth, LLC: 34,027
JONES FINANCIAL COMPANIES LLLP: 15,441
Truvestments Capital LLC: 14,717
Cambridge Investment Research Advisors, Inc.: 12,002
25.59% of WisdomTree International AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 272.81 K shares in the last 24 months. This purchase volume represents approximately $14.57 M in transactions.