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 | 08/13/2026 | 10.36 M | $557.43 M | 5.12% | 14.33% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 7.30 M | $392.60 M | 2.79% | 10.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.25 M | $174.62 M | 0.62% | 4.49% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.15 M | $115.82 M | -3.84% | 2.98% |
| CREATIVE PLANNING | 08/13/2026 | 2.14 M | $115.33 M | -0.98% | 2.97% |
| UBS GROUP AG | 08/13/2026 | 1.96 M | $105.37 M | -0.47% | 2.71% |
| KESTRA INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 1.68 M | $90.22 M | -12.21% | 2.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.57 M | $84.46 M | -13.09% | 2.17% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.41 M | $75.71 M | 3.05% | 1.95% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 810.96 K | $43.62 M | 2.47% | 1.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 733.89 K | $39.48 M | 5.63% | 1.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 671.88 K | $35.97 M | 3.14% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 665.51 K | $35.80 M | -7.05% | 0.92% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 595.29 K | $32.02 M | -1.68% | 0.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 475.80 K | $25.59 M | -21.92% | 0.66% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 435.79 K | $23.44 M | -2.19% | 0.60% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 434.77 K | $23.39 M | 10.54% | 0.60% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 07/14/2026 | 402.72 K | $21.66 M | -3.83% | 0.56% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 399.30 K | $21.48 M | 2,192.17% | 0.55% |
| ASPIRIANT, LLC | 07/20/2026 | 360.84 K | $19.41 M | -6.31% | 0.50% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 311.42 K | $16.75 M | 0.00% | 0.43% |
| ASSETMARK, INC | 07/30/2026 | 295.95 K | $15.92 M | -21.99% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 294.72 K | $15.85 M | 0.26% | 0.41% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 287.92 K | $15.49 M | 7.41% | 0.40% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 07/07/2026 | 270.84 K | $14.57 M | 100.00% | 0.37% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 259.41 K | $13.95 M | 2.87% | 0.36% |
| LINSCOMB & WILLIAMS, INC. | 07/31/2026 | 252.25 K | $13.57 M | -7.75% | 0.35% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 250.22 K | $13.46 M | 0.32% | 0.35% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 245.60 K | $12.20 M | 1.66% | 0.34% |
| BAKER AVENUE ASSET MANAGEMENT, LP | 07/28/2026 | 229.67 K | $12.35 M | -3.05% | 0.32% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 228.86 K | $12.31 M | 5.01% | 0.32% |
| M&T BANK CORP | 08/04/2026 | 217.47 K | $11.70 M | -0.84% | 0.30% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 196.24 K | $10.56 M | 5.61% | 0.27% |
| CITADEL ADVISORS LLC | 09/02/2026 | 183.81 K | $9.89 M | 100.00% | 0.25% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 180.23 K | $9.70 M | 0.63% | 0.25% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 172.45 K | $9.28 M | 1.26% | 0.24% |
| NAN SHAN LIFE INSURANCE CO., LTD. | 08/14/2026 | 170.00 K | $9.14 M | 100.00% | 0.24% |
| INSPIRE ADVISORS, LLC | 08/13/2026 | 167.63 K | $9.02 M | 1.06% | 0.23% |
| TD PRIVATE CLIENT WEALTH LLC | 08/04/2026 | 164.31 K | $8.84 M | 2.03% | 0.23% |
| PRIVATE WEALTH ADVISORS, LLC | 08/06/2026 | 160.71 K | $8.64 M | -6.65% | 0.22% |
| HAMILTON WEALTH, LLC | 08/06/2026 | 158.99 K | $8.55 M | 1,660.27% | 0.22% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 136.99 K | $7.37 M | -2.79% | 0.19% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 133.94 K | $7.21 M | -0.71% | 0.19% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 129.28 K | $6.95 M | 1.53% | 0.18% |
| CHEVIOT VALUE MANAGEMENT, LLC | 08/06/2026 | 127.51 K | $6.86 M | 0.07% | 0.18% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 08/06/2026 | 123.88 K | $6.66 M | -3.71% | 0.17% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 07/15/2026 | 123.11 K | $6.62 M | -1.66% | 0.17% |
| CORNERSTONE WEALTH GROUP, LLC | 07/27/2026 | 121.28 K | $6.52 M | -0.79% | 0.17% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 116.25 K | $6.25 M | -12.00% | 0.16% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 105.63 K | $5.68 M | -15.64% | 0.15% |
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WisdomTree Emerging Markets High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 524 institutional investors and hedge funds held shares of WisdomTree Emerging Markets High Dividend Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 10.36 M
BANK OF AMERICA CORP /DE/: 7.3 M
WELLS FARGO & COMPANY/MN: 3.25 M
LPL Financial LLC: 2.15 M
Creative Planning: 2.14 M
UBS Group AG: 1.96 M
67.36% of WisdomTree Emerging Markets High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 56.60 M shares in the last 24 months. This purchase volume represents approximately $2.82 B in transactions.