WisdomTree Global High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JOSEPH GROUP CAPITAL MANAGEMENT | 05/08/2026 | 209.17 K | $13.87 M | -6.93% | 10.47% |
| LPL FINANCIAL LLC | 05/06/2026 | 123.93 K | $8.22 M | 3.40% | 6.20% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 91.04 K | $6.04 M | 3.70% | 4.55% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 74.29 K | $4.93 M | 1.72% | 3.72% |
| MORGAN STANLEY | 05/15/2026 | 72.45 K | $4.81 M | 3.01% | 3.63% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 61.62 K | $4.09 M | 56.44% | 3.08% |
| HUDOCK, INC. | 05/13/2026 | 53.51 K | $3.55 M | -17.26% | 2.68% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 49.78 K | $3.30 M | -7.99% | 2.49% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 37.14 K | $2.46 M | 31.63% | 1.86% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 36.92 K | $2.45 M | -4.46% | 1.85% |
| UBS GROUP AG | 05/05/2026 | 33.15 K | $2.20 M | -0.88% | 1.66% |
| ASSET DEDICATION, LLC | 05/29/2026 | 31.78 K | $2.11 M | 0.56% | 1.59% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 26.31 K | $1.74 M | -22.09% | 1.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 24.38 K | $1.62 M | 177.35% | 1.22% |
| JANE STREET GROUP, LLC | 05/12/2026 | 10.39 K | $688.96 K | 71.83% | 0.52% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 8.91 K | $590.81 K | -1.02% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 8.60 K | $570.35 K | -1.66% | 0.43% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 6.52 K | $424.53 K | -19.05% | 0.33% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 5.36 K | $355.77 K | 100.00% | 0.27% |
| 06/11/2026 | 5.09 K | $337.37 K | 0.39% | 0.25% | |
| VERTEX PLANNING PARTNERS, LLC | 05/15/2026 | 5.03 K | $333.93 K | 0.00% | 0.25% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 4.72 K | $312.76 K | 0.34% | 0.24% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 3.92 K | $259.88 K | 100.00% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 3.68 K | $243.80 K | -3.47% | 0.18% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 3.58 K | $237.40 K | 0.03% | 0.18% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 3.47 K | $229.96 K | 21.52% | 0.17% |
| CWM, LLC | 05/14/2026 | 3.32 K | $219.95 K | 0.00% | 0.17% |
| 05/11/2026 | 3.29 K | $218.22 K | 0.00% | 0.16% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.95 K | $196.00 K | 13.16% | 0.15% |
| BLACKROCK, INC. | 05/13/2026 | 2.73 K | $180.75 K | 100.00% | 0.14% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 2.52 K | $167.35 K | 5.89% | 0.13% |
| KEY FINANCIAL INC | 04/24/2026 | 2.43 K | $161.38 K | -3.03% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.70 K | $112.49 K | 31.88% | 0.08% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 1.65 K | $109.20 K | 0.12% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 1.40 K | $92.83 K | 0.29% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 1.36 K | $89.94 K | 100.00% | 0.07% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 1.20 K | $79.60 K | 100.00% | 0.06% |
| FMR LLC | 05/15/2026 | 1.14 K | $75.83 K | -4.75% | 0.06% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 1.06 K | $70.51 K | 0.00% | 0.05% |
| 05/12/2026 | 154 | $10.18 K | 0.65% | 0.01% | |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 80 | $5.31 K | 0.00% | 0.00% |
| ASSETMARK, INC | 05/06/2026 | 39 | $2.59 K | 0.00% | 0.00% |
| GTS SECURITIES LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| IFG ADVISORY, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Global High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 61 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were:
Joseph Group Capital Management: 209,165
LPL Financial LLC: 123,927
Stonebridge Wealth Management, LLC: 91,036
RAYMOND JAMES FINANCIAL INC: 74,290
MORGAN STANLEY: 72,450
AMERIPRISE FINANCIAL INC: 61,619
51.12% of WisdomTree Global High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.39 M shares in the last 24 months. This purchase volume represents approximately $92.28 M in transactions.