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 | 05/15/2026 | 57.39 K | $3.11 M | -22.08% | 5.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 44.75 K | $2.42 M | 3.95% | 4.39% |
| BIP WEALTH, LLC | 04/27/2026 | 31.29 K | $1.69 M | -17.70% | 3.07% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 28.38 K | $1.54 M | 100.00% | 2.79% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 15.39 K | $805.01 K | 12.88% | 1.51% |
| TRUVESTMENTS CAPITAL LLC | 05/13/2026 | 14.98 K | $810.75 K | 2.53% | 1.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 11.50 K | $622.00 K | 2.68% | 1.13% |
| XML FINANCIAL, LLC | 04/16/2026 | 9.06 K | $490.33 K | -2.47% | 0.89% |
| CITADEL ADVISORS LLC | 05/15/2026 | 7.80 K | $422.14 K | 100.00% | 0.77% |
| JANE STREET GROUP, LLC | 05/12/2026 | 7.51 K | $406.17 K | 100.00% | 0.74% |
| EP WEALTH ADVISORS, LLC | 05/14/2026 | 5.96 K | $322.56 K | 0.00% | 0.59% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 5.64 K | $305.18 K | 100.00% | 0.55% |
| CREATIVE PLANNING | 05/12/2026 | 5.28 K | $285.81 K | 1.34% | 0.52% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 4.98 K | $269.54 K | -46.99% | 0.49% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 4.47 K | $241.74 K | 0.09% | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 4.22 K | $228.50 K | -13.73% | 0.41% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 4.05 K | $219.19 K | 1.28% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 3.73 K | $202.09 K | -78.22% | 0.37% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 3.26 K | $176.47 K | -0.03% | 0.32% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 2.60 K | $142.38 K | 0.00% | 0.26% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 2.56 K | $138.30 K | -2.74% | 0.25% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.45 K | $132.36 K | 122,200.00% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.51 K | $81.67 K | -9.04% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.33 K | $71.71 K | 59.06% | 0.13% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 1.21 K | $65.49 K | 0.00% | 0.12% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 991 | $53.63 K | 0.00% | 0.10% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 815 | $44.67 K | 0.00% | 0.08% |
| AMERIFLEX GROUP, INC. | 05/15/2026 | 789 | $42.68 K | 0.13% | 0.08% |
| BLACKROCK, INC. | 05/13/2026 | 663 | $35.88 K | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 574 | $31.08 K | 0.00% | 0.06% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 150 | $8.12 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 131 | $7.09 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 47 | $2.52 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 12 | $649 | 100.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 11 | $595 | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $54 | 100.00% | 0.00% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 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, 44 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 57,385
LPL Financial LLC: 44,746
BIP Wealth, LLC: 31,286
FLOW TRADERS U.S. LLC: 28,380
JONES FINANCIAL COMPANIES LLLP: 15,386
Truvestments Capital LLC: 14,981
28.04% of WisdomTree International AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 304.45 K shares in the last 24 months. This purchase volume represents approximately $16.26 M in transactions.