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 | 08/10/2026 | 1.48 M | $121.89 M | 96.33% | 12.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 580.92 K | $48.68 M | 438.10% | 4.87% |
| BIP WEALTH, LLC | 08/03/2026 | 265.20 K | $22.22 M | 2.19% | 2.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 255.73 K | $21.43 M | -0.85% | 2.14% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 193.13 K | $16.18 M | -0.13% | 1.62% |
| MORGAN STANLEY | 08/13/2026 | 154.47 K | $12.94 M | -1.44% | 1.30% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 110.17 K | $9.23 M | -3.80% | 0.92% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 99.97 K | $8.38 M | 9.01% | 0.84% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 96.40 K | $8.08 M | -1.51% | 0.81% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 90.80 K | $7.61 M | 9.20% | 0.76% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 84.33 K | $7.07 M | 19.34% | 0.71% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 82.85 K | $6.94 M | 0.66% | 0.69% |
| EVANSON FINANCIAL, LLC | 07/07/2026 | 81.71 K | $6.85 M | 100.00% | 0.69% |
| GREAT POINT WEALTH ADVISORS, LLC | 07/23/2026 | 67.32 K | $5.64 M | -3.40% | 0.56% |
| CSENGE ADVISORY GROUP | 08/10/2026 | 66.40 K | $5.56 M | -9.94% | 0.56% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 61.07 K | $5.12 M | 1.12% | 0.51% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 58.79 K | $4.93 M | -2.84% | 0.49% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 08/13/2026 | 56.88 K | $4.77 M | 0.64% | 0.48% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 07/15/2026 | 56.45 K | $4.73 M | 0.37% | 0.47% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 54.35 K | $4.55 M | -5.86% | 0.46% |
| UBS GROUP AG | 08/13/2026 | 53.39 K | $4.47 M | -6.87% | 0.45% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 52.29 K | $4.38 M | -1.01% | 0.44% |
| LPL FINANCIAL LLC | 08/07/2026 | 50.33 K | $4.22 M | 0.83% | 0.42% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 47.52 K | $4.03 M | 0.99% | 0.40% |
| CHECCHI CAPITAL ADVISERS, LLC | 08/04/2026 | 46.96 K | $3.93 M | -20.76% | 0.39% |
| GROVE STREET FIDUCIARY, LLC | 07/23/2026 | 43.14 K | $3.61 M | -0.29% | 0.36% |
| CREATIVE PLANNING | 08/13/2026 | 40.18 K | $3.37 M | -0.45% | 0.34% |
| ROYAL BANK OF CANADA | 08/14/2026 | 38.40 K | $3.22 M | 4.66% | 0.32% |
| FAMILY WEALTH PARTNERS, LLC | 07/10/2026 | 35.38 K | $2.96 M | -0.59% | 0.30% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 32.97 K | $2.76 M | 2.95% | 0.28% |
| WEALTH ARCHITECTS, LLC | 07/23/2026 | 32.03 K | $2.68 M | -0.78% | 0.27% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 31.84 K | $2.67 M | 2.18% | 0.27% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 29.86 K | $2.50 M | -4.46% | 0.25% |
| TOWLE & CO | 08/11/2026 | 27.96 K | $2.34 M | 60.15% | 0.23% |
| SMITH, MOORE & CO. | 08/12/2026 | 27.93 K | $2.34 M | 0.00% | 0.23% |
| IMPACT CAPITAL PARTNERS LLC | 07/14/2026 | 25.62 K | $2.15 M | 6.42% | 0.21% |
| MARATHON STRATEGIC ADVISORS, LLC | 07/16/2026 | 25.39 K | $2.13 M | 0.67% | 0.21% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 25.25 K | $2.12 M | 2.50% | 0.21% |
| MARINER, LLC | 08/13/2026 | 24.25 K | $2.03 M | -0.16% | 0.20% |
| GHP INVESTMENT ADVISORS, INC. | 07/20/2026 | 23.55 K | $1.97 M | 0.69% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 22.88 K | $1.92 M | -0.88% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 22.05 K | $1.84 M | 2.24% | 0.18% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 21.50 K | $1.80 M | -16.49% | 0.18% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 20.14 K | $1.69 M | -1.12% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.44 K | $1.63 M | -1.42% | 0.16% |
| MCLEAN ASSET MANAGEMENT CORP | 08/12/2026 | 18.55 K | $1.60 M | -3.27% | 0.16% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 18.52 K | $1.55 M | -50.10% | 0.16% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 17.62 K | $1.48 M | -7.47% | 0.15% |
| WEALTH CARE LLC | 07/15/2026 | 17.26 K | $1.45 M | 0.72% | 0.14% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 17.20 K | $1.44 M | -6.79% | 0.14% |
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WisdomTree International SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 316 institutional investors and hedge funds held shares of WisdomTree International SmallCap Dividend Fund. The most heavily invested institutionals were:
Savant Capital, LLC: 1.48 M
RAYMOND JAMES FINANCIAL INC: 580,918
BIP Wealth, LLC: 265,198
BANK OF AMERICA CORP /DE/: 255,726
LRI Investments, LLC: 193,131
MORGAN STANLEY: 154,465
46.26% of WisdomTree International SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $646.28 M in transactions.