WisdomTree Emerging Markets SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 08/13/2026 | 3.96 M | $256.31 M | -5.88% | 13.63% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.30 M | $83.90 M | 1.09% | 4.46% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 614.36 K | $39.72 M | 0.95% | 2.11% |
| MORGAN STANLEY | 08/13/2026 | 568.02 K | $36.76 M | 2.13% | 1.95% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 527.27 K | $34.12 M | 1.98% | 1.81% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 461.87 K | $29.89 M | 4.85% | 1.63% |
| UNISON ADVISORS LLC | 07/22/2026 | 448.59 K | $29.03 M | 0.77% | 1.54% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 436.80 K | $28.27 M | 1.40% | 1.50% |
| LPL FINANCIAL LLC | 08/07/2026 | 402.85 K | $26.07 M | -3.37% | 1.39% |
| FIFTH THIRD BANCORP | 08/05/2026 | 379.22 K | $24.54 M | 0.18% | 1.30% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 370.67 K | $23.99 M | 0.97% | 1.28% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 336.45 K | $21.77 M | 4.70% | 1.16% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 332.42 K | $21.51 M | 42.17% | 1.14% |
| FOCUS PARTNERS WEALTH | 08/12/2026 | 327.95 K | $21.22 M | -0.55% | 1.13% |
| ASSETMARK, INC | 07/30/2026 | 321.12 K | $20.78 M | 465,297.10% | 1.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 308.55 K | $19.97 M | 1.33% | 1.06% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 271.60 K | $17.58 M | 4.32% | 0.93% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 261.91 K | $16.95 M | 5.21% | 0.90% |
| BIP WEALTH, LLC | 08/03/2026 | 164.94 K | $10.67 M | 6.83% | 0.57% |
| CERITY PARTNERS LLC | 08/14/2026 | 164.58 K | $10.65 M | -1.31% | 0.57% |
| CHECCHI CAPITAL ADVISERS, LLC | 08/04/2026 | 163.82 K | $10.60 M | 2.93% | 0.56% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 07/23/2026 | 163.08 K | $10.55 M | -0.84% | 0.56% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 152.30 K | $9.86 M | -58.35% | 0.52% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 151.62 K | $9.81 M | 5.23% | 0.52% |
| PORTLAND GLOBAL ADVISORS LLC | 08/13/2026 | 146.69 K | $9.49 M | 0.51% | 0.50% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 134.27 K | $8.69 M | -0.87% | 0.46% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 128.22 K | $8.30 M | -2.23% | 0.44% |
| BLUELINE ADVISORS LLC | 07/27/2026 | 125.09 K | $8.09 M | 6.11% | 0.43% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 124.45 K | $8.05 M | 2.22% | 0.43% |
| UBS GROUP AG | 08/13/2026 | 123.04 K | $7.96 M | 5.50% | 0.42% |
| O'CONNOR FINANCIAL GROUP LLC | 07/17/2026 | 122.02 K | $7.90 M | 0.63% | 0.42% |
| BRISTLECONE VALUE PARTNERS, LLC | 08/14/2026 | 118.73 K | $7.68 M | -1.05% | 0.41% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 07/21/2026 | 118.16 K | $7.65 M | -3.40% | 0.41% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 117.94 K | $7.63 M | 0.64% | 0.41% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 08/07/2026 | 113.64 K | $7.35 M | -3.68% | 0.39% |
| CSENGE ADVISORY GROUP | 08/10/2026 | 110.70 K | $7.16 M | -3.30% | 0.38% |
| SHORE POINT ADVISORS, LLC | 07/14/2026 | 109.81 K | $5.56 M | 5.42% | 0.38% |
| BLACKROCK, INC. | 08/07/2026 | 95.93 K | $6.21 M | 48.08% | 0.33% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 94.81 K | $6.14 M | 0.32% | 0.33% |
| PROSPERITY CONSULTING GROUP, LLC | 08/13/2026 | 92.84 K | $6.01 M | -10.27% | 0.32% |
| TRB WEALTH MANAGEMENT, LLC | 08/12/2026 | 86.70 K | $5.61 M | 2.70% | 0.30% |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | 08/06/2026 | 85.58 K | $5.54 M | -3.34% | 0.29% |
| SMITH, MOORE & CO. | 08/12/2026 | 84.55 K | $6.12 M | -10.08% | 0.29% |
| LEIBMAN FINANCIAL SERVICES, INC. | 07/14/2026 | 80.37 K | $5.20 M | 18.94% | 0.28% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 76.25 K | $4.93 M | 0.58% | 0.26% |
| BKM WEALTH MANAGEMENT, LLC | 07/29/2026 | 72.38 K | $4.68 M | -8.58% | 0.25% |
| REBEL FINANCIAL LLC | 11/04/2026 | 67.06 K | $4.34 M | -0.25% | 0.24% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 68.37 K | $4.42 M | 3.80% | 0.24% |
| INLIGHT WEALTH MANAGEMENT, LLC | 07/28/2026 | 67.50 K | $4.37 M | -4.57% | 0.23% |
| ECON FINANCIAL SERVICES CORP | 07/23/2026 | 67.39 K | $4.36 M | 0.65% | 0.23% |
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WisdomTree Emerging Markets SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 367 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were:
Creative Planning: 3.76 M
Unison Advisors LLC: 450,957
ASSETMARK, INC: 329,817
PARK AVENUE SECURITIES LLC: 280,393
Baker Ellis Asset Management LLC: 161,435
Neumann Capital Management, LLC: 160,533
60.25% of WisdomTree Emerging Markets SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.94 M shares in the last 24 months. This purchase volume represents approximately $1.40 B in transactions.