WisdomTree International MidCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 04/21/2026 | 108.58 K | $8.99 M | 22.46% | 6.04% |
| WEALTHSHIELD PARTNERS, LLC | 05/01/2026 | 32.11 K | $2.66 M | 12.85% | 1.76% |
| MORGAN STANLEY | 05/15/2026 | 31.98 K | $2.65 M | -1.87% | 1.76% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 31.49 K | $2.61 M | -1.34% | 1.75% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 31.75 K | $2.63 M | -1.80% | 1.74% |
| SMITH, MOORE & CO. | 05/05/2026 | 31.59 K | $2.62 M | -0.36% | 1.73% |
| 05/12/2026 | 31.00 K | $2.11 M | 100.00% | 1.70% | |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 23.93 K | $1.98 M | -5.54% | 1.31% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 23.65 K | $1.96 M | 1.45% | 1.30% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 22.78 K | $1.89 M | -1.51% | 1.25% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 18.70 K | $1.55 M | 66.81% | 1.03% |
| UBS GROUP AG | 05/05/2026 | 16.52 K | $1.37 M | -1.52% | 0.91% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 15.58 K | $1.29 M | -5.75% | 0.85% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 13.17 K | $1.09 M | 1.64% | 0.72% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.90 K | $985.76 K | 142.83% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 9.08 K | $751.86 K | -5.80% | 0.50% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.86 K | $651.00 K | -4.69% | 0.43% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 6.66 K | $551.00 K | 100.00% | 0.37% |
| LPL FINANCIAL LLC | 05/06/2026 | 5.67 K | $469.98 K | 4.47% | 0.31% |
| INVESCO LTD. | 05/12/2026 | 5.16 K | $427.73 K | -3.80% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 4.73 K | $391.39 K | -6.64% | 0.26% |
| CAHILL FINANCIAL ADVISORS INC | 05/13/2026 | 4.44 K | $367.38 K | 10.76% | 0.24% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 04/15/2026 | 3.90 K | $323.02 K | 1.83% | 0.22% |
| CASCADE FINANCIAL PARTNERS, LLC | 05/12/2026 | 3.65 K | $302.33 K | 0.00% | 0.20% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 3.63 K | $300.79 K | 0.03% | 0.20% |
| ELM3 FINANCIAL GROUP, LLC | 04/13/2026 | 3.47 K | $287.67 K | 0.81% | 0.19% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 3.42 K | $283.05 K | -1.33% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 3.12 K | $258.06 K | -24.30% | 0.17% |
| SIGMA PLANNING CORP | 05/04/2026 | 2.80 K | $231.85 K | 100.00% | 0.15% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 04/15/2026 | 2.71 K | $224.46 K | 0.07% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 2.56 K | $211.63 K | -28.61% | 0.14% |
| 05/06/2026 | 2.49 K | $206.12 K | 0.00% | 0.14% | |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.89 K | $151.68 K | 19.18% | 0.10% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.72 K | $144.60 K | 0.00% | 0.10% |
| WASHINGTON TRUST ADVISORS, INC. | 04/06/2026 | 1.31 K | $108.67 K | 0.00% | 0.07% |
| ASSET DEDICATION, LLC | 05/29/2026 | 1.21 K | $100.23 K | 0.00% | 0.07% |
| IFP ADVISORS, INC | 04/13/2026 | 1.14 K | $94.18 K | 0.18% | 0.06% |
| SOA WEALTH ADVISORS, LLC. | 05/20/2026 | 595 | $49.25 K | 0.17% | 0.03% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 580 | $48.02 K | 0.17% | 0.03% |
| RMG WEALTH MANAGEMENT LLC | 05/14/2026 | 543 | $29.81 K | 100.00% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 165 | $13.67 K | 0.00% | 0.01% |
| 04/20/2026 | 100 | $8.29 K | 0.00% | 0.01% | |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 85 | $7.04 K | 0.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 57 | $4.72 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 44 | $3.67 K | 2.33% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 37 | $3.05 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 35 | $2.90 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 20 | $1.66 K | 100.00% | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were:
Mesirow Financial Investment Management, Inc.: 108,577
WealthShield Partners, LLC: 32,108
MORGAN STANLEY: 31,979
FLOW TRADERS U.S. LLC: 31,751
SMITH, MOORE & CO.: 31,594
GHP Investment Advisors, Inc.: 31,490
29.47% of WisdomTree International MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 674.12 K shares in the last 24 months. This purchase volume represents approximately $56.79 M in transactions.