WisdomTree Japan SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 392.36 K | $41.32 M | 1.49% | 11.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 218.54 K | $23.01 M | 3.01% | 6.32% |
| MORGAN STANLEY | 08/13/2026 | 218.22 K | $22.98 M | -9.91% | 6.31% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 140.69 K | $14.82 M | 9.73% | 4.07% |
| VONTOBEL HOLDING LTD. | 08/03/2026 | 82.18 K | $8.65 M | 0.97% | 2.37% |
| BARRY INVESTMENT ADVISORS, LLC | 07/09/2026 | 82.11 K | $8.65 M | -3.35% | 2.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 63.54 K | $6.69 M | 25.22% | 1.84% |
| SCHOOLCRAFT CAPITAL LLC | 08/11/2026 | 54.94 K | $5.79 M | -3.54% | 1.59% |
| LPL FINANCIAL LLC | 08/07/2026 | 54.01 K | $5.69 M | 7.27% | 1.56% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 08/07/2026 | 52.34 K | $5.51 M | 0.00% | 1.51% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 51.86 K | $5.46 M | 100.00% | 1.50% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 47.19 K | $4.97 M | 3.97% | 1.36% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 41.68 K | $4.39 M | -6.22% | 1.20% |
| UBS GROUP AG | 08/13/2026 | 39.05 K | $4.11 M | 6.42% | 1.13% |
| GUARDIAN PARTNERS INC. | 07/29/2026 | 26.90 K | $2.83 M | 100.00% | 0.78% |
| SANKALA GROUP LLC | 08/18/2026 | 14.36 K | $1.62 M | -57.87% | 0.42% |
| INGALLS & SNYDER LLC | 08/14/2026 | 14.30 K | $1.51 M | 423.50% | 0.41% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 14.26 K | $1.50 M | -9.77% | 0.41% |
| CSS LLC/IL | 08/14/2026 | 13.84 K | $1.46 M | 0.00% | 0.40% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 12.61 K | $1.33 M | 0.00% | 0.36% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 10.82 K | $1.14 M | -4.57% | 0.31% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/14/2026 | 10.40 K | $573.23 K | 100.00% | 0.30% |
| ROYAL BANK OF CANADA | 08/14/2026 | 10.27 K | $1.08 M | 42.33% | 0.30% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 8.99 K | $946.73 K | 0.03% | 0.26% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 7.95 K | $844.33 K | 13.88% | 0.23% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 07/09/2026 | 7.42 K | $781.78 K | -1.79% | 0.21% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 7.18 K | $756.51 K | -6.51% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 7.12 K | $750.20 K | -1.23% | 0.21% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 5.12 K | $539.35 K | 0.04% | 0.15% |
| 3EDGE ASSET MANAGEMENT, LP | 07/27/2026 | 4.90 K | $516.00 K | -0.28% | 0.14% |
| CORNERSTONE CAPITAL, INC. | 08/03/2026 | 4.16 K | $438.28 K | -4.59% | 0.12% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 3.89 K | $409.39 K | 31.66% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 3.83 K | $403.63 K | 0.21% | 0.11% |
| CORE WEALTH PARTNERS LLC | 07/17/2026 | 3.50 K | $368.57 K | 0.00% | 0.10% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 3.17 K | $333.82 K | 0.00% | 0.09% |
| E&G ADVISORS, LP | 07/23/2026 | 2.86 K | $301.59 K | 0.00% | 0.08% |
| MARSHALL WACE, LLP | 08/13/2026 | 2.74 K | $288.76 K | 100.00% | 0.08% |
| BROWN ADVISORY INC | 08/14/2026 | 2.46 K | $258.59 K | 1.19% | 0.07% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 07/27/2026 | 2.31 K | $243.26 K | 1.90% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 2.02 K | $212.19 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.92 K | $201.76 K | -6.40% | 0.06% |
| OWL CREEK WEALTH PARTNERS LLC | 07/20/2026 | 1.77 K | $186.18 K | 12.68% | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 1.31 K | $138.16 K | -39.12% | 0.04% |
| HM PAYSON & CO | 07/17/2026 | 1.00 K | $105.31 K | 0.00% | 0.03% |
| SMITHFIELD TRUST CO | 08/05/2026 | 925 | $97.00 K | 0.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 838 | $88.24 K | 0.60% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 637 | $67.13 K | 0.79% | 0.02% |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 07/29/2026 | 620 | $65.00 K | 0.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 550 | $57.94 K | 100.00% | 0.02% |
| BESSEMER GROUP INC | 08/12/2026 | 412 | $43.00 K | 0.00% | 0.01% |
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WisdomTree Japan SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 122 institutional investors and hedge funds held shares of WisdomTree Japan SmallCap Dividend Fund. The most heavily invested institutionals were:
FMR LLC: 392,360
RAYMOND JAMES FINANCIAL INC: 218,541
MORGAN STANLEY: 218,221
WELLS FARGO & COMPANY/MN: 140,692
Vontobel Holding Ltd.: 82,180
Barry Investment Advisors, LLC: 82,114
50.85% of WisdomTree Japan SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.45 M shares in the last 24 months. This purchase volume represents approximately $251.60 M in transactions.