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 | 05/15/2026 | 9.86 M | $489.86 M | 10.28% | 14.50% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 7.10 M | $352.84 M | 19.64% | 10.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.23 M | $160.31 M | 6.30% | 4.75% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.24 M | $111.26 M | -1.16% | 3.29% |
| CREATIVE PLANNING | 05/12/2026 | 2.17 M | $107.60 M | 2.13% | 3.18% |
| UBS GROUP AG | 05/05/2026 | 1.97 M | $97.80 M | 2.64% | 2.89% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 05/11/2026 | 1.91 M | $94.94 M | 58.13% | 2.81% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.80 M | $89.51 M | -17.14% | 2.65% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.37 M | $67.87 M | 21.92% | 2.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 791.44 K | $39.33 M | 5.40% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 716.01 K | $35.58 M | -0.36% | 1.05% |
| ROYAL BANK OF CANADA | 05/15/2026 | 694.80 K | $34.53 M | 4.73% | 1.02% |
| CWM, LLC | 05/14/2026 | 668.26 K | $33.21 M | 1.42% | 0.98% |
| JPMORGAN CHASE & CO | 05/13/2026 | 651.44 K | $31.51 M | -3.50% | 0.96% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 609.39 K | $30.28 M | -1.15% | 0.90% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 605.46 K | $30.09 M | 0.17% | 0.89% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 445.57 K | $22.14 M | 39.19% | 0.66% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 04/15/2026 | 418.76 K | $20.81 M | 2.24% | 0.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 393.30 K | $19.10 M | -16.23% | 0.59% |
| ASPIRIANT, LLC | 05/12/2026 | 385.14 K | $19.14 M | -6.62% | 0.57% |
| ASSETMARK, INC | 05/06/2026 | 379.39 K | $18.85 M | -0.84% | 0.56% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 311.42 K | $15.47 M | 0.00% | 0.46% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 293.96 K | $14.61 M | 12.33% | 0.43% |
| MARINER, LLC | 05/13/2026 | 275.76 K | $13.70 M | -26.65% | 0.41% |
| LINSCOMB & WILLIAMS, INC. | 05/11/2026 | 273.45 K | $13.59 M | -4.44% | 0.40% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 268.05 K | $13.32 M | -0.44% | 0.39% |
| CANANDAIGUA NATIONAL CORP | 04/08/2026 | 259.48 K | $12.89 M | 100.00% | 0.39% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 252.17 K | $12.53 M | -43.32% | 0.37% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 249.42 K | $12.39 M | 3.40% | 0.37% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 241.59 K | $11.28 M | 3.93% | 0.36% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 05/12/2026 | 236.90 K | $11.77 M | 5.63% | 0.35% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 217.93 K | $10.83 M | 7.23% | 0.32% |
| M&T BANK CORP | 05/12/2026 | 211.34 K | $10.50 M | -3.07% | 0.31% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 185.82 K | $9.23 M | 28.11% | 0.27% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 179.10 K | $8.90 M | -0.90% | 0.26% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 170.30 K | $8.45 M | 1.75% | 0.26% |
| PRIVATE WEALTH ADVISORS, LLC | 05/13/2026 | 172.17 K | $8.56 M | -27.81% | 0.25% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 165.87 K | $8.24 M | 18.95% | 0.24% |
| TD PRIVATE CLIENT WEALTH LLC | 04/27/2026 | 161.04 K | $8.00 M | 0.94% | 0.24% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 140.91 K | $7.00 M | 1.66% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 134.90 K | $6.70 M | 74.03% | 0.20% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 132.10 K | $6.17 M | 10.93% | 0.19% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 04/29/2026 | 128.65 K | $6.39 M | -15.44% | 0.19% |
| CHEVIOT VALUE MANAGEMENT, LLC | 05/12/2026 | 127.43 K | $6.33 M | 1.53% | 0.19% |
| CASCADE FINANCIAL PARTNERS, LLC | 05/12/2026 | 127.33 K | $6.33 M | 0.69% | 0.19% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 125.21 K | $6.22 M | -56.84% | 0.18% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 125.19 K | $6.22 M | 0.36% | 0.18% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 124.83 K | $6.20 M | 100.00% | 0.18% |
| CORNERSTONE WEALTH GROUP, LLC | 04/22/2026 | 122.25 K | $6.37 M | -28.59% | 0.18% |
| 04/27/2026 | 106.01 K | $5.55 M | -10.93% | 0.16% |
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WisdomTree Emerging Markets High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 483 institutional investors and hedge funds held shares of WisdomTree Emerging Markets High Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.86 M
BANK OF AMERICA CORP /DE/: 7.1 M
WELLS FARGO & COMPANY/MN: 3.23 M
LPL Financial LLC: 2.24 M
Creative Planning: 2.17 M
UBS Group AG: 1.97 M
73.29% of WisdomTree Emerging Markets High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 55.65 M shares in the last 24 months. This purchase volume represents approximately $2.77 B in transactions.