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 | 02/17/2026 | 4.52 M | $258.52 M | -8.89% | 16.54% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.16 M | $66.63 M | 2.13% | 4.29% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 577.36 K | $32.98 M | 1.14% | 2.11% |
| MORGAN STANLEY | 02/13/2026 | 523.58 K | $29.97 M | 5.77% | 1.93% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 510.98 K | $29.25 M | 0.24% | 1.86% |
| UNISON ADVISORS LLC | 01/21/2026 | 444.46 K | $25.44 M | 0.57% | 1.68% |
| LPL FINANCIAL LLC | 02/11/2026 | 444.50 K | $25.44 M | -4.75% | 1.63% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 414.65 K | $23.73 M | 3.70% | 1.53% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 400.30 K | $22.91 M | 3.37% | 1.47% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 374.62 K | $21.44 M | -0.09% | 1.38% |
| FIFTH THIRD BANCORP | 02/02/2026 | 362.61 K | $20.76 M | 6.50% | 1.37% |
| COLONY GROUP, LLC | 02/13/2026 | 327.26 K | $18.73 M | 4,944.86% | 1.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 306.27 K | $17.53 M | 10.83% | 1.12% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 289.85 K | $16.59 M | 1.59% | 1.06% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 285.37 K | $16.33 M | 2.80% | 1.04% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 249.87 K | $14.30 M | 4.56% | 0.94% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 244.32 K | $13.98 M | 2.81% | 0.90% |
| BIP WEALTH, LLC | 01/21/2026 | 174.08 K | $9.96 M | -5.48% | 0.66% |
| CHECCHI CAPITAL ADVISERS, LLC | 01/27/2026 | 169.99 K | $9.73 M | 12.73% | 0.64% |
| CERITY PARTNERS LLC | 02/11/2026 | 172.09 K | $9.85 M | -2.48% | 0.63% |
| NEUMANN CAPITAL MANAGEMENT, LLC | 01/14/2026 | 157.54 K | $9.02 M | -1.99% | 0.60% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 01/21/2026 | 154.44 K | $8.84 M | 7.90% | 0.58% |
| EFFICIENT ADVISORS, LLC | 01/21/2026 | 140.89 K | $8.06 M | -21.43% | 0.53% |
| PORTLAND GLOBAL ADVISORS LLC | 02/10/2026 | 143.79 K | $8.23 M | 1.70% | 0.53% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 137.22 K | $7.85 M | 2.92% | 0.52% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 136.36 K | $7.80 M | -63.32% | 0.50% |
| CASCADE FINANCIAL PARTNERS, LLC | 02/06/2026 | 137.12 K | $7.85 M | 1.53% | 0.50% |
| CSENGE ADVISORY GROUP | 02/06/2026 | 129.61 K | $7.42 M | -9.15% | 0.47% |
| O'CONNOR FINANCIAL GROUP LLC | 01/26/2026 | 121.49 K | $7.43 M | 1.75% | 0.46% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 118.28 K | $6.77 M | -1.11% | 0.45% |
| 02/13/2026 | 119.99 K | $6.87 M | 100.00% | 0.44% | |
| AVOS CAPITAL MANAGEMENT, LLC | 02/13/2026 | 115.61 K | $6.62 M | 0.26% | 0.43% |
| PROSPERITY CONSULTING GROUP, LLC | 02/17/2026 | 112.15 K | $6.42 M | -4.13% | 0.41% |
| 02/10/2026 | 109.53 K | $6.27 M | 100.00% | 0.40% | |
| UBS GROUP AG | 01/29/2026 | 104.57 K | $5.99 M | -8.67% | 0.39% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 105.44 K | $6.04 M | 10.36% | 0.38% |
| SHORE POINT ADVISORS, LLC | 01/23/2026 | 100.45 K | $4.62 M | 27.47% | 0.38% |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | 02/11/2026 | 96.96 K | $5.55 M | -72.67% | 0.36% |
| SMITH, MOORE & CO. | 01/23/2026 | 92.76 K | $5.31 M | 3.62% | 0.35% |
| SEVEN MILE ADVISORY | 02/13/2026 | 93.12 K | $5.33 M | 2.12% | 0.34% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 92.79 K | $5.31 M | 1.29% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 84.03 K | $4.81 M | -6.60% | 0.31% |
| BKM WEALTH MANAGEMENT, LLC | 01/29/2026 | 79.66 K | $4.56 M | 2.38% | 0.30% |
| INLIGHT WEALTH MANAGEMENT, LLC | 01/23/2026 | 76.07 K | $4.35 M | -13.43% | 0.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 76.16 K | $4.36 M | 2.58% | 0.28% |
| REBEL FINANCIAL LLC | 03/27/2026 | 70.54 K | $4.04 M | 100.00% | 0.27% |
| LEIBMAN FINANCIAL SERVICES, INC. | 01/06/2026 | 65.86 K | $3.77 M | 100.00% | 0.25% |
| BECKERMAN INSTITUTIONAL, LLC | 02/10/2026 | 66.11 K | $3.78 M | 2.57% | 0.24% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 64.53 K | $3.69 M | -3.35% | 0.24% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 62.82 K | $3.60 M | 0.15% | 0.23% |
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WisdomTree Emerging Markets SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 346 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 517,055
Unison Advisors LLC: 445,149
ENVESTNET ASSET MANAGEMENT INC: 440,521
FIFTH THIRD BANCORP: 378,528
PARK AVENUE SECURITIES LLC: 260,365
Baker Ellis Asset Management LLC: 164,465
65.75% of WisdomTree Emerging Markets SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.33 M shares in the last 24 months. This purchase volume represents approximately $1.42 B in transactions.