WisdomTree Emerging Markets High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 8.94 M | $417.56 M | 5.82% | 12.98% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.94 M | $277.24 M | 4.05% | 8.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.03 M | $141.76 M | -0.48% | 4.41% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.27 M | $105.82 M | -11.73% | 3.30% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 2.17 M | $101.55 M | -10.11% | 3.19% |
| CREATIVE PLANNING | 02/17/2026 | 2.12 M | $99.04 M | -0.48% | 3.11% |
| UBS GROUP AG | 01/29/2026 | 1.92 M | $89.57 M | 0.96% | 2.78% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.21 M | $56.44 M | 2.01% | 1.76% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.12 M | $52.33 M | -13.16% | 1.63% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 750.90 K | $35.07 M | 13.72% | 1.09% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 718.62 K | $33.57 M | 14.44% | 1.05% |
| JPMORGAN CHASE & CO | 02/11/2026 | 675.06 K | $31.53 M | 2.63% | 0.97% |
| ROYAL BANK OF CANADA | 02/17/2026 | 663.45 K | $30.99 M | 6.28% | 0.96% |
| CWM, LLC | 01/26/2026 | 658.92 K | $30.78 M | 0.04% | 0.96% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 651.98 K | $30.45 M | -11.74% | 0.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 616.45 K | $28.79 M | -6.48% | 0.89% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 604.46 K | $28.23 M | -9.41% | 0.88% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 469.49 K | $22.31 M | 9.67% | 0.70% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 444.88 K | $20.78 M | 5.34% | 0.65% |
| ASPIRIANT, LLC | 01/20/2026 | 412.43 K | $19.26 M | -1.80% | 0.62% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 02/06/2026 | 409.59 K | $19.13 M | 0.22% | 0.60% |
| ASSETMARK, INC | 01/23/2026 | 382.58 K | $17.87 M | 1.22% | 0.57% |
| MARINER, LLC | 02/13/2026 | 375.94 K | $17.56 M | 1.35% | 0.55% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 320.11 K | $14.95 M | 32.83% | 0.46% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 311.42 K | $14.55 M | 0.00% | 0.46% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 290.13 K | $13.55 M | 100.00% | 0.42% |
| LINSCOMB & WILLIAMS, INC. | 02/10/2026 | 286.14 K | $13.37 M | 1.10% | 0.42% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 269.23 K | $12.58 M | 4.95% | 0.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 261.68 K | $12.22 M | 11.98% | 0.39% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 01/30/2026 | 251.60 K | $11.75 M | 3.26% | 0.38% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 241.22 K | $11.27 M | 1.83% | 0.36% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 244.28 K | $11.41 M | -0.96% | 0.36% |
| PRIVATE WEALTH ADVISORS, LLC | 02/06/2026 | 238.51 K | $11.14 M | 5.09% | 0.34% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 232.46 K | $10.86 M | 0.69% | 0.34% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 02/10/2026 | 224.27 K | $10.48 M | 8.16% | 0.33% |
| M&T BANK CORP | 01/30/2026 | 218.03 K | $10.18 M | -8.60% | 0.33% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 203.25 K | $9.49 M | -44.54% | 0.30% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 180.72 K | $8.45 M | 3.62% | 0.26% |
| CORNERSTONE WEALTH GROUP, LLC | 01/26/2026 | 171.21 K | $8.00 M | -1.06% | 0.26% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 167.38 K | $7.82 M | 10.00% | 0.25% |
| TD PRIVATE CLIENT WEALTH LLC | 02/05/2026 | 159.54 K | $7.45 M | 18.48% | 0.23% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 02/05/2026 | 152.13 K | $7.12 M | 73.56% | 0.23% |
| MIRACLE MILE ADVISORS, LLC | 02/02/2026 | 150.85 K | $7.05 M | -1.56% | 0.23% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 145.05 K | $6.78 M | 5.64% | 0.22% |
| AVOS CAPITAL MANAGEMENT, LLC | 02/13/2026 | 147.50 K | $6.89 M | 0.37% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 144.67 K | $6.76 M | 472.90% | 0.21% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 139.45 K | $6.51 M | 3.53% | 0.20% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 138.62 K | $6.47 M | -27.29% | 0.20% |
| CHEVIOT VALUE MANAGEMENT, LLC | 02/03/2026 | 125.51 K | $6.33 M | -0.37% | 0.19% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 124.74 K | $5.83 M | -1.21% | 0.19% |
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WisdomTree Emerging Markets High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 496 institutional investors and hedge funds held shares of WisdomTree Emerging Markets High Dividend Fund. The most heavily invested institutionals were:
UBS Group AG: 1.97 M
ENVESTNET ASSET MANAGEMENT INC: 1.37 M
COMMONWEALTH EQUITY SERVICES, LLC: 609,392
Kestra Advisory Services, LLC: 445,572
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: 418,760
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 393,304
70.65% of WisdomTree Emerging Markets High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 54.91 M shares in the last 24 months. This purchase volume represents approximately $2.73 B in transactions.