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 | 05/04/2026 | 751.43 K | $61.24 M | -3.05% | 6.63% |
| BIP WEALTH, LLC | 04/27/2026 | 259.51 K | $21.15 M | -4.20% | 2.29% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 257.91 K | $21.02 M | 41.66% | 2.28% |
| LRI INVESTMENTS, LLC | 04/30/2026 | 193.37 K | $15.76 M | -1.22% | 1.71% |
| MORGAN STANLEY | 05/15/2026 | 156.73 K | $12.77 M | -2.48% | 1.38% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 114.53 K | $9.33 M | -0.51% | 1.01% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 107.96 K | $8.80 M | -0.66% | 0.95% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 97.87 K | $7.98 M | 0.63% | 0.86% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 91.70 K | $7.47 M | -1.13% | 0.81% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 83.15 K | $6.78 M | -2.64% | 0.73% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 82.31 K | $6.71 M | 3.90% | 0.73% |
| EVANSON ASSET MANAGEMENT, LLC | 04/08/2026 | 81.89 K | $6.67 M | -2.05% | 0.72% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 73.72 K | $6.01 M | -10.69% | 0.65% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 70.66 K | $5.76 M | 100.00% | 0.62% |
| GREAT POINT WEALTH ADVISORS, LLC | 04/27/2026 | 69.69 K | $5.68 M | -7.58% | 0.61% |
| NEUMANN CAPITAL MANAGEMENT, LLC | 04/13/2026 | 66.22 K | $5.40 M | -0.97% | 0.58% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 60.51 K | $4.93 M | -8.81% | 0.53% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 60.39 K | $4.92 M | 1.25% | 0.53% |
| CHECCHI CAPITAL ADVISERS, LLC | 05/04/2026 | 59.26 K | $4.83 M | -15.34% | 0.52% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 57.73 K | $4.71 M | 2.39% | 0.51% |
| UBS GROUP AG | 05/05/2026 | 57.33 K | $4.67 M | -25.01% | 0.51% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 05/01/2026 | 56.51 K | $4.61 M | -1.19% | 0.50% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 05/04/2026 | 56.24 K | $4.58 M | 0.23% | 0.50% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 52.82 K | $4.31 M | 36.85% | 0.47% |
| LPL FINANCIAL LLC | 05/06/2026 | 49.92 K | $4.07 M | 0.62% | 0.44% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 47.05 K | $3.83 M | -14.82% | 0.42% |
| GROVE STREET FIDUCIARY, LLC | 04/22/2026 | 43.27 K | $3.53 M | -2.62% | 0.38% |
| CREATIVE PLANNING | 05/12/2026 | 40.36 K | $3.29 M | 2.31% | 0.36% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 37.12 K | $3.03 M | -6.37% | 0.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 36.69 K | $2.99 M | -2.45% | 0.32% |
| WRIGHT FUND MANAGEMENT, LLC | 04/15/2026 | 35.59 K | $2.90 M | 100.00% | 0.31% |
| FAMILY WEALTH PARTNERS, LLC | 04/14/2026 | 35.59 K | $2.90 M | -3.12% | 0.31% |
| WEALTH ARCHITECTS, LLC | 05/15/2026 | 32.29 K | $2.63 M | -6.78% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 32.02 K | $2.61 M | -5.27% | 0.28% |
| JANE STREET GROUP, LLC | 05/12/2026 | 31.30 K | $2.55 M | 330.60% | 0.28% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 31.26 K | $2.55 M | 0.80% | 0.28% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 31.16 K | $2.54 M | 3.23% | 0.27% |
| SMITH, MOORE & CO. | 05/05/2026 | 27.93 K | $2.28 M | -0.67% | 0.25% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 25.75 K | $2.10 M | -6.88% | 0.23% |
| MARATHON STRATEGIC ADVISORS, LLC | 04/15/2026 | 25.22 K | $2.06 M | 2.39% | 0.22% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 24.63 K | $2.01 M | -7.67% | 0.22% |
| MARINER, LLC | 05/13/2026 | 24.28 K | $1.98 M | 526.52% | 0.21% |
| IMPACT CAPITAL PARTNERS LLC | 04/10/2026 | 24.08 K | $1.96 M | 13.06% | 0.21% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 23.39 K | $1.91 M | -3.55% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 23.08 K | $1.88 M | 2.61% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 21.57 K | $1.71 M | 1.77% | 0.19% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 20.36 K | $1.66 M | -0.15% | 0.18% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.72 K | $1.61 M | 16.93% | 0.17% |
| MCLEAN ASSET MANAGEMENT CORP | 04/22/2026 | 19.18 K | $1.56 M | -3.03% | 0.17% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 19.04 K | $1.55 M | -0.76% | 0.17% |
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WisdomTree International SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 304 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
BANK OF AMERICA CORP /DE/: 257,909
LRI Investments, LLC: 193,374
MORGAN STANLEY: 156,725
HighTower Advisors, LLC: 114,526
39.63% 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 $550.15 M in transactions.