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. | 07/22/2026 | 107.96 K | $9.20 M | -0.57% | 5.88% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 33.49 K | $2.85 M | 5.46% | 1.82% |
| MORGAN STANLEY | 08/13/2026 | 32.14 K | $2.74 M | 0.50% | 1.75% |
| SMITH, MOORE & CO. | 08/12/2026 | 31.59 K | $2.69 M | 0.00% | 1.72% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 30.98 K | $2.64 M | -1.64% | 1.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 26.10 K | $2.22 M | 10.40% | 1.42% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 23.95 K | $2.04 M | 0.12% | 1.30% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 23.75 K | $2.02 M | 26.99% | 1.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 22.04 K | $1.88 M | -3.23% | 1.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.33 K | $1.31 M | -1.59% | 0.83% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 14.47 K | $1.23 M | 466.46% | 0.79% |
| UBS GROUP AG | 08/13/2026 | 14.28 K | $1.22 M | -13.56% | 0.78% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 13.21 K | $1.13 M | 0.34% | 0.72% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 11.10 K | $946.22 K | 545.47% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 8.82 K | $751.98 K | -2.80% | 0.48% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.34 K | $711.00 K | 6.13% | 0.45% |
| JANE STREET GROUP, LLC | 08/14/2026 | 8.12 K | $692.41 K | -31.74% | 0.44% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 6.34 K | $540.00 K | -4.81% | 0.35% |
| LPL FINANCIAL LLC | 08/07/2026 | 6.16 K | $524.93 K | 8.55% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.10 K | $434.92 K | 25,415.00% | 0.28% |
| INVESCO LTD. | 08/14/2026 | 4.83 K | $411.58 K | -6.49% | 0.26% |
| CAHILL FINANCIAL ADVISORS INC | 08/11/2026 | 4.63 K | $394.30 K | 4.31% | 0.25% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 07/14/2026 | 3.98 K | $338.75 K | 1.92% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.90 K | $332.13 K | 100.00% | 0.21% |
| ASSETMARK, INC | 07/30/2026 | 3.76 K | $320.04 K | 100.00% | 0.20% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 3.66 K | $312.10 K | 0.85% | 0.20% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 3.65 K | $311.09 K | 0.00% | 0.20% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 3.42 K | $291.84 K | 0.20% | 0.19% |
| ELM3 FINANCIAL GROUP, LLC | 07/29/2026 | 3.34 K | $284.92 K | -3.74% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 3.12 K | $265.79 K | 0.06% | 0.17% |
| SIGMA PLANNING CORP | 08/07/2026 | 2.80 K | $238.57 K | 0.00% | 0.15% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 07/09/2026 | 2.76 K | $235.25 K | 1.85% | 0.15% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 2.76 K | $234.89 K | 100.00% | 0.15% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 2.51 K | $213.62 K | 0.72% | 0.14% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.25 K | $189.73 K | 18.85% | 0.12% |
| WASHINGTON TRUST ADVISORS, INC. | 07/29/2026 | 1.31 K | $111.82 K | 0.00% | 0.07% |
| ASSET DEDICATION, LLC | 07/30/2026 | 1.21 K | $103.13 K | 0.00% | 0.07% |
| IFP ADVISORS, INC | 07/20/2026 | 1.14 K | $96.91 K | 0.00% | 0.06% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 606 | $51.65 K | 1.85% | 0.03% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 500 | $42.62 K | 100.00% | 0.03% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 466 | $39.74 K | 100.00% | 0.03% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 354 | $30.17 K | 100.00% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 165 | $14.03 K | 0.00% | 0.01% |
| HILTON HEAD CAPITAL PARTNERS, LLC | 07/27/2026 | 101 | $8.63 K | 1.00% | 0.01% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 85 | $7.25 K | 0.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 57 | $4.86 K | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 35 | $2.98 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $85 | -97.73% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree International MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were:
Mesirow Financial Investment Management, Inc.: 107,957
FLOW TRADERS U.S. LLC: 33,485
MORGAN STANLEY: 32,139
SMITH, MOORE & CO.: 31,594
GHP Investment Advisors, Inc.: 30,975
WELLS FARGO & COMPANY/MN: 26,104
27.27% of WisdomTree International MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 678.79 K shares in the last 24 months. This purchase volume represents approximately $57.19 M in transactions.