WisdomTree Japan SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 386.59 K | $39.45 M | 0.04% | 10.68% |
| MORGAN STANLEY | 05/15/2026 | 242.23 K | $24.72 M | 0.21% | 6.69% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 212.16 K | $21.65 M | 1.08% | 5.86% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 128.22 K | $13.09 M | 1.67% | 3.54% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 05/12/2026 | 87.79 K | $8.96 M | -28.19% | 2.43% |
| BARRY INVESTMENT ADVISORS, LLC | 04/23/2026 | 84.96 K | $8.67 M | -0.18% | 2.35% |
| VONTOBEL HOLDING LTD. | 05/08/2026 | 81.39 K | $8.31 M | -1.27% | 2.25% |
| SCHOOLCRAFT CAPITAL LLC | 05/13/2026 | 56.96 K | $5.81 M | -2.55% | 1.57% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 05/14/2026 | 52.34 K | $5.34 M | -10.49% | 1.45% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 50.74 K | $5.18 M | -3.03% | 1.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 50.35 K | $5.14 M | -1.06% | 1.39% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 45.39 K | $4.63 M | 100.00% | 1.25% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 44.45 K | $4.54 M | -51.26% | 1.23% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 39.28 K | $4.01 M | 100.00% | 1.09% |
| UBS GROUP AG | 05/05/2026 | 36.69 K | $3.74 M | 8.41% | 1.01% |
| 03/31/2026 | 34.09 K | $3.62 M | 101.10% | 0.94% | |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 15.81 K | $1.61 M | 3.75% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 14.70 K | $1.50 M | 212.63% | 0.41% |
| CSS LLC/IL | 05/15/2026 | 13.84 K | $1.41 M | -14.31% | 0.38% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 12.61 K | $1.29 M | 0.00% | 0.35% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 11.34 K | $1.16 M | 33.64% | 0.31% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 8.99 K | $917.23 K | 0.00% | 0.25% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 7.68 K | $784.23 K | 22.28% | 0.21% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 7.56 K | $771.47 K | -1.98% | 0.21% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.21 K | $736.00 K | 83.24% | 0.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 7.21 K | $736.17 K | 35.25% | 0.20% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 7.10 K | $724.63 K | 100.00% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 6.98 K | $692.06 K | 42.77% | 0.19% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 5.39 K | $550.00 K | 100.00% | 0.15% |
| ROBERTS GLORE & CO INC /IL/ | 05/04/2026 | 5.12 K | $522.55 K | 0.00% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 5.00 K | $509.89 K | 100.00% | 0.14% |
| 3EDGE ASSET MANAGEMENT, LP | 05/15/2026 | 4.91 K | $501.52 K | 5.20% | 0.14% |
| CORNERSTONE CAPITAL, INC. | 05/12/2026 | 4.36 K | $445.19 K | 0.00% | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 4.06 K | $413.85 K | 100.00% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.83 K | $390.38 K | 100.00% | 0.11% |
| CORE WEALTH PARTNERS LLC | 05/08/2026 | 3.50 K | $357.21 K | 0.00% | 0.10% |
| MEITAV INVESTMENT HOUSE LTD | 04/29/2026 | 3.17 K | $323.53 K | 0.00% | 0.09% |
| 05/21/2026 | 2.95 K | $301.39 K | 26.30% | 0.08% | |
| E&G ADVISORS, LP | 04/21/2026 | 2.86 K | $292.30 K | 0.25% | 0.08% |
| INGALLS & SNYDER LLC | 05/13/2026 | 2.73 K | $279.00 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.73 K | $278.42 K | -85.50% | 0.08% |
| BROWN ADVISORY INC | 05/15/2026 | 2.43 K | $247.73 K | 0.00% | 0.07% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 04/28/2026 | 2.27 K | $231.37 K | -7.73% | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 2.16 K | $219.94 K | -56.70% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 2.05 K | $208.92 K | -23.82% | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 2.02 K | $205.65 K | 0.00% | 0.06% |
| 05/14/2026 | 1.57 K | $160.13 K | 100.00% | 0.04% | |
| HM PAYSON & CO | 04/13/2026 | 1.00 K | $102.06 K | 0.00% | 0.03% |
| SMITHFIELD TRUST CO | 05/08/2026 | 925 | $94.00 K | 0.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 867 | $88.46 K | 100.00% | 0.02% |
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WisdomTree Japan SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of WisdomTree Japan SmallCap Dividend Fund. The most heavily invested institutionals were:
FMR LLC: 386,585
MORGAN STANLEY: 242,229
RAYMOND JAMES FINANCIAL INC: 212,161
WELLS FARGO & COMPANY/MN: 128,215
Motley Fool Wealth Management, LLC: 87,789
Barry Investment Advisors, LLC: 84,962
50.47% of WisdomTree Japan SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.48 M shares in the last 24 months. This purchase volume represents approximately $254.48 M in transactions.