WisdomTree Global ex-U.S. Quality Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.24 M | $50.21 M | 0.55% | 12.68% |
| UBS GROUP AG | 05/05/2026 | 693.29 K | $27.99 M | -10.05% | 7.07% |
| LPL FINANCIAL LLC | 05/06/2026 | 530.06 K | $21.40 M | 0.35% | 5.40% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 502.18 K | $20.27 M | 1.29% | 5.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 496.53 K | $20.54 M | -31.98% | 5.06% |
| KEY FINANCIAL INC | 04/24/2026 | 462.83 K | $18.68 M | 2.35% | 4.72% |
| ROYAL BANK OF CANADA | 05/15/2026 | 435.14 K | $17.57 M | -7.12% | 4.44% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 420.50 K | $16.98 M | -5.12% | 4.29% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 246.72 K | $9.96 M | -27.57% | 2.52% |
| BIP WEALTH, LLC | 04/27/2026 | 242.37 K | $9.78 M | -4.72% | 2.47% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 221.80 K | $8.95 M | 0.66% | 2.26% |
| JPMORGAN CHASE & CO | 05/13/2026 | 204.78 K | $7.98 M | 6.17% | 2.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 193.32 K | $7.80 M | -52.42% | 1.97% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 05/14/2026 | 173.37 K | $7.00 M | 4.20% | 1.77% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 116.84 K | $4.72 M | 78.82% | 1.19% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 86.78 K | $3.50 M | 397.74% | 0.88% |
| IEQ CAPITAL, LLC | 05/15/2026 | 76.84 K | $3.10 M | 0.00% | 0.78% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 75.91 K | $3.06 M | -6.30% | 0.77% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 60.48 K | $2.44 M | -54.48% | 0.62% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 05/05/2026 | 59.33 K | $2.40 M | 2.11% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 56.81 K | $2.29 M | 1.63% | 0.58% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 51.50 K | $2.08 M | 3.09% | 0.53% |
| CWM, LLC | 05/14/2026 | 49.49 K | $2.00 M | 2.54% | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 48.94 K | $1.98 M | 15.99% | 0.50% |
| BREAKWATER CAPITAL GROUP | 04/20/2026 | 46.85 K | $1.89 M | 2.38% | 0.49% |
| JANE STREET GROUP, LLC | 05/12/2026 | 46.87 K | $1.89 M | -54.56% | 0.48% |
| WELL DONE, LLC | 04/14/2026 | 45.09 K | $1.82 M | 0.10% | 0.47% |
| MICHELS FAMILY FINANCIAL, LLC | 04/24/2026 | 44.66 K | $1.80 M | 1.34% | 0.46% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 41.54 K | $1.68 M | -10.33% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 38.80 K | $1.57 M | -41.17% | 0.40% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 37.86 K | $1.53 M | -84.24% | 0.39% |
| HRT FINANCIAL LP | 05/14/2026 | 37.46 K | $1.51 M | 100.00% | 0.38% |
| CITADEL ADVISORS LLC | 05/15/2026 | 34.11 K | $1.38 M | 8.05% | 0.35% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 30.74 K | $1.24 M | -1.32% | 0.31% |
| SENTINEL PENSION ADVISORS INC | 04/16/2026 | 29.38 K | $1.19 M | 9.64% | 0.31% |
| ELEMENT WEALTH, LLC | 05/04/2026 | 27.93 K | $1.13 M | 0.57% | 0.28% |
| 5T WEALTH, LLC | 04/13/2026 | 24.72 K | $998.03 K | 2.53% | 0.26% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 20.75 K | $837.84 K | 100.00% | 0.21% |
| DRIVE WEALTH MANAGEMENT, LLC | 04/14/2026 | 20.15 K | $813.38 K | 13.97% | 0.21% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 18.54 K | $748.67 K | 7.73% | 0.19% |
| CREATIVE PLANNING | 05/12/2026 | 18.33 K | $739.84 K | 51.04% | 0.19% |
| SOWA FINANCIAL GROUP, INC. | 04/15/2026 | 17.61 K | $711.00 K | 4.15% | 0.18% |
| ARGENT TRUST CO | 05/13/2026 | 16.56 K | $668.53 K | 0.00% | 0.17% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 15.90 K | $641.93 K | -7.74% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 15.65 K | $631.89 K | -92.81% | 0.16% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 15.05 K | $607.52 K | -36.47% | 0.15% |
| 04/30/2026 | 14.76 K | $595.91 K | 0.00% | 0.15% | |
| HOWARD WEALTH MANAGEMENT, LLC | 05/11/2026 | 13.87 K | $560.09 K | 0.00% | 0.14% |
| INTEGRITY FINANCIAL CORP /WA | 05/14/2026 | 13.45 K | $542.97 K | -7.97% | 0.14% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 12.82 K | $517.34 K | -3.00% | 0.13% |
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WisdomTree Global ex-U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of WisdomTree Global ex-U.S. Quality Growth Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.24 M
UBS Group AG: 693,294
LPL Financial LLC: 530,055
Private Advisor Group, LLC: 502,178
AMERIPRISE FINANCIAL INC: 496,529
Key FInancial Inc: 462,832
77.84% of WisdomTree Global ex-U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.65 M shares in the last 24 months. This purchase volume represents approximately $363.23 M in transactions.