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 | 08/06/2026 | 207.60 K | $14.26 M | -0.75% | 10.62% |
| LPL FINANCIAL LLC | 08/07/2026 | 138.30 K | $9.50 M | 11.60% | 7.07% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 92.10 K | $6.33 M | 1.17% | 4.71% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 72.97 K | $5.01 M | -1.78% | 3.73% |
| MORGAN STANLEY | 08/13/2026 | 68.09 K | $4.68 M | -6.02% | 3.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 59.42 K | $4.08 M | -3.58% | 3.04% |
| HUDOCK, INC. | 07/31/2026 | 53.59 K | $3.68 M | 0.14% | 2.74% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 48.44 K | $3.33 M | -2.69% | 2.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 38.20 K | $2.62 M | 3.47% | 1.95% |
| UBS GROUP AG | 08/13/2026 | 32.70 K | $2.25 M | -1.36% | 1.67% |
| ASSET DEDICATION, LLC | 07/30/2026 | 31.78 K | $2.18 M | 0.00% | 1.63% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 27.19 K | $1.87 M | -26.81% | 1.39% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 25.42 K | $1.75 M | -3.38% | 1.30% |
| WADDELL & ASSOCIATES, LLC | 07/15/2026 | 20.47 K | $1.41 M | 100.00% | 1.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 20.13 K | $1.38 M | -17.42% | 1.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 11.41 K | $784.05 K | 100.00% | 0.58% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 9.37 K | $643.32 K | 8.91% | 0.48% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 8.85 K | $607.74 K | -0.67% | 0.45% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 7.01 K | $484.20 K | 7.59% | 0.36% |
| DAYMARK WEALTH PARTNERS, LLC | 07/31/2026 | 5.83 K | $400.34 K | 100.00% | 0.30% |
| VERTEX PLANNING PARTNERS, LLC | 08/14/2026 | 5.30 K | $364.09 K | 5.28% | 0.27% |
| E-WEALTH PARTNERS, LLC | 08/17/2026 | 5.15 K | $353.93 K | 1.30% | 0.26% |
| VIAABLE, LLC | 08/14/2026 | 5.14 K | $352.14 K | 100.00% | 0.26% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 4.77 K | $327.51 K | 1.12% | 0.24% |
| IFG ADVISORY, LLC | 08/14/2026 | 4.09 K | $281.09 K | 100.00% | 0.21% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 3.97 K | $272.64 K | 1.30% | 0.20% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 3.79 K | $260.07 K | 9.20% | 0.19% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3.52 K | $242.03 K | 40.08% | 0.18% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 3.50 K | $240.57 K | -2.15% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 3.48 K | $238.95 K | -5.36% | 0.18% |
| WESTCO ADVISORY SERVICES INC /ADV | 07/28/2026 | 3.29 K | $226.00 K | 0.00% | 0.17% |
| JANE STREET GROUP, LLC | 08/14/2026 | 3.25 K | $222.91 K | -68.76% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.88 K | $198.00 K | -2.27% | 0.15% |
| BLACKROCK, INC. | 08/07/2026 | 2.73 K | $187.19 K | 0.00% | 0.14% |
| KEY FINANCIAL INC | 07/24/2026 | 2.43 K | $167.13 K | 0.00% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.80 K | $123.37 K | 5.90% | 0.09% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 1.65 K | $113.49 K | 0.36% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 1.41 K | $97.12 K | 1.07% | 0.07% |
| FIFTH THIRD BANCORP | 08/05/2026 | 1.30 K | $89.44 K | -3.98% | 0.07% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 1.20 K | $82.43 K | 0.00% | 0.06% |
| FMR LLC | 08/13/2026 | 1.12 K | $77.02 K | -1.92% | 0.06% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 601 | $41.29 K | 100.00% | 0.03% |
| GODFREY FINANCIAL ASSOCIATES, INC. | 08/11/2026 | 156 | $10.68 K | 1.30% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 142 | $9.75 K | 100.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 80 | $5.50 K | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTHSHIELD PARTNERS, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GATEWAY WEALTH PARTNERS, LLC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Global High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were:
Joseph Group Capital Management: 207,600
LPL Financial LLC: 138,300
Stonebridge Wealth Management, LLC: 92,101
RAYMOND JAMES FINANCIAL INC: 72,968
MORGAN STANLEY: 68,090
AMERIPRISE FINANCIAL INC: 59,415
53.49% of WisdomTree Global High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.42 M shares in the last 24 months. This purchase volume represents approximately $93.89 M in transactions.