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 | 05/12/2026 | 4.21 M | $252.92 M | -6.82% | 16.18% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.28 M | $77.08 M | 10.18% | 4.93% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 608.60 K | $36.58 M | 5.41% | 2.34% |
| MORGAN STANLEY | 05/15/2026 | 556.17 K | $33.43 M | 6.23% | 2.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 517.06 K | $31.07 M | 1.19% | 1.99% |
| UNISON ADVISORS LLC | 04/28/2026 | 445.15 K | $26.75 M | 0.15% | 1.71% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 440.52 K | $26.48 M | 6.24% | 1.69% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 430.76 K | $25.89 M | 7.61% | 1.66% |
| LPL FINANCIAL LLC | 05/06/2026 | 416.88 K | $25.05 M | -6.21% | 1.60% |
| FIFTH THIRD BANCORP | 05/01/2026 | 378.53 K | $22.75 M | 4.39% | 1.46% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 367.12 K | $22.06 M | -2.00% | 1.41% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 365.70 K | $21.98 M | 168.20% | 1.41% |
| COLONY GROUP, LLC | 05/15/2026 | 329.77 K | $19.82 M | 0.77% | 1.27% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 321.35 K | $19.31 M | 4.92% | 1.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 304.50 K | $18.30 M | 5.05% | 1.17% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 260.37 K | $15.65 M | 4.20% | 1.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 248.93 K | $14.96 M | 1.89% | 0.96% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 233.82 K | $14.05 M | 1,128.34% | 0.90% |
| CERITY PARTNERS LLC | 05/15/2026 | 166.76 K | $10.02 M | -3.10% | 0.64% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 04/17/2026 | 164.47 K | $9.88 M | 6.49% | 0.63% |
| CHECCHI CAPITAL ADVISERS, LLC | 05/04/2026 | 159.15 K | $9.56 M | -6.37% | 0.61% |
| NEUMANN CAPITAL MANAGEMENT, LLC | 04/13/2026 | 157.42 K | $9.46 M | -0.08% | 0.61% |
| BIP WEALTH, LLC | 04/27/2026 | 154.39 K | $9.28 M | -11.31% | 0.59% |
| PORTLAND GLOBAL ADVISORS LLC | 05/11/2026 | 145.96 K | $8.77 M | 1.50% | 0.56% |
| CASCADE FINANCIAL PARTNERS, LLC | 05/12/2026 | 144.09 K | $8.66 M | 5.08% | 0.55% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 135.45 K | $8.14 M | -1.29% | 0.52% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 131.14 K | $7.88 M | -54.05% | 0.50% |
| DISCIPLINE WEALTH SOLUTIONS, LLC | 04/17/2026 | 122.31 K | $7.35 M | 113.02% | 0.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 121.75 K | $7.32 M | 15.47% | 0.47% |
| O'CONNOR FINANCIAL GROUP LLC | 04/23/2026 | 121.26 K | $7.29 M | -0.20% | 0.47% |
| 05/08/2026 | 119.99 K | $7.21 M | -0.01% | 0.46% | |
| 04/07/2026 | 117.89 K | $7.09 M | 7.64% | 0.45% | |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 117.19 K | $7.04 M | -0.92% | 0.45% |
| UBS GROUP AG | 05/05/2026 | 116.63 K | $7.01 M | 11.53% | 0.45% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 114.48 K | $6.88 M | -11.67% | 0.44% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 104.36 K | $6.27 M | 100.00% | 0.40% |
| SHORE POINT ADVISORS, LLC | 04/08/2026 | 104.16 K | $4.93 M | 3.70% | 0.40% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 103.47 K | $6.22 M | -7.74% | 0.40% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 94.52 K | $5.68 M | 1.86% | 0.36% |
| SMITH, MOORE & CO. | 05/05/2026 | 94.02 K | $5.65 M | 1.37% | 0.36% |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | 05/06/2026 | 88.54 K | $5.32 M | -8.68% | 0.34% |
| 05/14/2026 | 84.42 K | $5.07 M | 100.00% | 0.32% | |
| BKM WEALTH MANAGEMENT, LLC | 04/22/2026 | 79.17 K | $4.76 M | -0.61% | 0.30% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 75.82 K | $4.56 M | -0.45% | 0.29% |
| INLIGHT WEALTH MANAGEMENT, LLC | 05/04/2026 | 70.73 K | $4.25 M | -7.01% | 0.27% |
| EFFICIENT ADVISORS, LLC | 04/29/2026 | 68.94 K | $4.14 M | -51.07% | 0.27% |
| 05/13/2026 | 67.92 K | $4.08 M | -14.59% | 0.26% | |
| LEIBMAN FINANCIAL SERVICES, INC. | 04/13/2026 | 67.57 K | $4.06 M | 2.59% | 0.26% |
| REBEL FINANCIAL LLC | 04/24/2026 | 67.23 K | $4.04 M | -4.69% | 0.26% |
| ECON FINANCIAL SERVICES CORP | 04/21/2026 | 66.96 K | $4.02 M | 17.82% | 0.26% |
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WisdomTree Emerging Markets SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 339 institutional investors and hedge funds held shares of WisdomTree Emerging Markets SmallCap Dividend Fund. The most heavily invested institutionals were:
Creative Planning: 4.21 M
BANK OF AMERICA CORP /DE/: 1.28 M
NATIONAL BANK OF CANADA /FI/: 608,600
MORGAN STANLEY: 556,169
HighTower Advisors, LLC: 517,055
Unison Advisors LLC: 445,149
68.08% of WisdomTree Emerging Markets SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 22.50 M shares in the last 24 months. This purchase volume represents approximately $1.37 B in transactions.