WisdomTree International SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SAVANT CAPITAL, LLC | 02/10/2026 | 775.10 K | $62.79 M | -3.30% | 6.55% |
| BIP WEALTH, LLC | 01/21/2026 | 270.89 K | $21.94 M | 0.56% | 2.30% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 195.76 K | $15.86 M | -1.96% | 1.66% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 182.06 K | $14.75 M | 1.67% | 1.52% |
| MORGAN STANLEY | 02/13/2026 | 160.71 K | $13.02 M | -11.06% | 1.34% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 115.11 K | $9.33 M | -1.60% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 108.67 K | $8.80 M | -0.63% | 0.92% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 97.25 K | $7.88 M | -1.86% | 0.82% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 92.75 K | $7.51 M | -0.86% | 0.78% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 85.40 K | $6.92 M | -7.60% | 0.72% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 83.60 K | $6.77 M | -0.26% | 0.71% |
| CSENGE ADVISORY GROUP | 02/06/2026 | 82.55 K | $6.69 M | -7.64% | 0.67% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 79.22 K | $6.42 M | 5.90% | 0.66% |
| GREAT POINT WEALTH ADVISORS, LLC | 01/26/2026 | 75.41 K | $6.11 M | -0.48% | 0.64% |
| UBS GROUP AG | 01/29/2026 | 76.45 K | $6.19 M | -7.02% | 0.64% |
| CHECCHI CAPITAL ADVISERS, LLC | 01/27/2026 | 70.00 K | $5.67 M | -10.59% | 0.59% |
| NEUMANN CAPITAL MANAGEMENT, LLC | 01/14/2026 | 66.87 K | $5.42 M | -1.88% | 0.57% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 66.35 K | $5.38 M | -0.41% | 0.56% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 59.65 K | $4.83 M | -0.51% | 0.50% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 01/21/2026 | 57.20 K | $4.63 M | 0.01% | 0.49% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 56.39 K | $4.57 M | 116.30% | 0.48% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 56.11 K | $4.55 M | 0.10% | 0.48% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 55.24 K | $4.73 M | 1.36% | 0.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 49.62 K | $4.02 M | -0.71% | 0.42% |
| GROVE STREET FIDUCIARY, LLC | 02/03/2026 | 44.43 K | $3.60 M | -9.44% | 0.38% |
| BUCKINGHAM STRATEGIC PARTNERS | 02/11/2026 | 39.65 K | $3.21 M | -47.68% | 0.34% |
| CREATIVE PLANNING | 02/17/2026 | 39.45 K | $3.20 M | 5.98% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 38.60 K | $3.13 M | 1.21% | 0.32% |
| ROYAL BANK OF CANADA | 02/17/2026 | 37.61 K | $3.05 M | -2.82% | 0.31% |
| FAMILY WEALTH PARTNERS, LLC | 01/14/2026 | 36.74 K | $2.98 M | -4.40% | 0.31% |
| WEALTH ARCHITECTS, LLC | 02/17/2026 | 34.63 K | $2.81 M | -0.29% | 0.29% |
| ALPHA OMEGA WEALTH MANAGEMENT LLC | 01/22/2026 | 33.90 K | $2.75 M | -16.71% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 33.80 K | $2.74 M | 36.17% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 31.01 K | $2.51 M | 47.26% | 0.26% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 30.18 K | $2.45 M | 4.02% | 0.26% |
| SMITH, MOORE & CO. | 01/23/2026 | 28.12 K | $2.28 M | -0.28% | 0.24% |
| TANDEM INVESTMENT PARTNERS LLC | 01/21/2026 | 27.73 K | $2.25 M | 1.11% | 0.24% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 27.65 K | $2.24 M | -3.27% | 0.23% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 26.68 K | $2.16 M | 3.72% | 0.23% |
| MARATHON STRATEGIC ADVISORS, LLC | 02/11/2026 | 24.63 K | $2.00 M | 1.61% | 0.21% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 24.25 K | $1.96 M | -0.06% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 22.49 K | $1.82 M | 7.01% | 0.19% |
| IMPACT CAPITAL PARTNERS LLC | 01/07/2026 | 21.30 K | $1.73 M | 1.43% | 0.18% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 21.19 K | $1.72 M | 5.74% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 21.38 K | $1.73 M | 12.30% | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 20.39 K | $1.65 M | 0.00% | 0.17% |
| MCLEAN ASSET MANAGEMENT CORP | 01/16/2026 | 19.78 K | $1.65 M | -6.72% | 0.17% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 18.89 K | $1.53 M | 2.72% | 0.16% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 19.18 K | $1.55 M | -5.05% | 0.16% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 18.58 K | $1.50 M | -9.64% | 0.16% |
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WisdomTree International SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 312 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were:
Savant Capital, LLC: 751,429
BIP Wealth, LLC: 259,514
LRI Investments, LLC: 193,374
HighTower Advisors, LLC: 114,526
Evanson Asset Management, LLC: 81,887
Csenge Advisory Group: 73,724
37.13% of WisdomTree International SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.54 M shares in the last 24 months. This purchase volume represents approximately $550.59 M in transactions.