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 | 08/13/2026 | 1.27 M | $58.42 M | 1.71% | 11.74% |
| UBS GROUP AG | 08/13/2026 | 696.13 K | $32.15 M | 0.41% | 6.46% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 541.90 K | $25.02 M | 7.91% | 5.03% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 494.82 K | $22.86 M | -0.34% | 4.59% |
| LPL FINANCIAL LLC | 08/07/2026 | 483.79 K | $22.34 M | -8.73% | 4.49% |
| KEY FINANCIAL INC | 07/24/2026 | 452.27 K | $20.89 M | -2.28% | 4.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 430.46 K | $19.88 M | -1.07% | 3.99% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 415.72 K | $19.20 M | -1.14% | 3.86% |
| BIP WEALTH, LLC | 08/03/2026 | 258.72 K | $11.95 M | 6.75% | 2.40% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 228.54 K | $10.55 M | 3.04% | 2.12% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 220.71 K | $10.19 M | -10.54% | 2.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 206.44 K | $9.44 M | 0.81% | 1.92% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 07/14/2026 | 176.02 K | $8.13 M | 1.53% | 1.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 172.38 K | $7.96 M | -10.83% | 1.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 155.09 K | $7.16 M | 78.72% | 1.44% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 93.39 K | $4.31 M | -20.06% | 0.87% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 77.55 K | $3.58 M | 2.16% | 0.72% |
| IEQ CAPITAL, LLC | 08/11/2026 | 76.84 K | $3.55 M | 0.00% | 0.71% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 56.88 K | $2.63 M | 0.12% | 0.53% |
| WEALTH WATCH ADVISORS, INC | 08/14/2026 | 51.76 K | $2.39 M | 100.00% | 0.48% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 08/05/2026 | 49.19 K | $2.27 M | -17.09% | 0.46% |
| WELL DONE, LLC | 07/24/2026 | 47.68 K | $2.20 M | 5.75% | 0.44% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 47.59 K | $2.20 M | -7.61% | 0.44% |
| MICHELS FAMILY FINANCIAL, LLC | 08/14/2026 | 46.26 K | $2.14 M | 3.60% | 0.43% |
| BREAKWATER CAPITAL GROUP | 07/08/2026 | 46.24 K | $2.14 M | -1.30% | 0.43% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 40.90 K | $1.89 M | -1.55% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 39.32 K | $1.82 M | 1.35% | 0.36% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 37.47 K | $1.73 M | -1.03% | 0.35% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 33.40 K | $1.54 M | 8.66% | 0.31% |
| SENTINEL PENSION ADVISORS INC | 07/23/2026 | 29.36 K | $1.31 M | -0.07% | 0.27% |
| ELEMENT WEALTH, LLC | 08/14/2026 | 27.47 K | $1.27 M | -1.64% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 27.03 K | $1.25 M | -44.77% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 24.44 K | $1.13 M | -47.85% | 0.23% |
| 5T WEALTH, LLC | 07/21/2026 | 24.08 K | $1.11 M | -2.58% | 0.22% |
| DRIVE WEALTH MANAGEMENT, LLC | 07/22/2026 | 19.52 K | $901.45 K | -3.12% | 0.18% |
| CREATIVE PLANNING | 08/13/2026 | 18.89 K | $872.53 K | 3.10% | 0.18% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 18.85 K | $870.49 K | 1.66% | 0.17% |
| SOWA FINANCIAL GROUP, INC. | 07/28/2026 | 17.62 K | $814.00 K | 0.05% | 0.16% |
| ARGENT TRUST CO | 08/06/2026 | 16.56 K | $764.74 K | 0.00% | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 15.40 K | $711.19 K | -1.61% | 0.14% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 15.06 K | $695.45 K | -5.29% | 0.14% |
| MANSKE WEALTH MANAGEMENT | 08/03/2026 | 14.66 K | $677.10 K | -0.67% | 0.14% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 14.52 K | $670.60 K | -3.51% | 0.13% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 14.18 K | $654.83 K | 40.67% | 0.13% |
| HOWARD WEALTH MANAGEMENT, LLC | 07/21/2026 | 13.87 K | $640.70 K | 0.00% | 0.13% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 13.70 K | $632.76 K | 100.00% | 0.13% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 12.15 K | $561.17 K | -5.17% | 0.11% |
| US BANCORP \DE\ | 08/12/2026 | 12.02 K | $555.08 K | 0.00% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 11.65 K | $538.13 K | -43.85% | 0.11% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 11.48 K | $530.05 K | 0.40% | 0.11% |
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WisdomTree Global ex-U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 140 institutional investors and hedge funds held shares of WisdomTree Global ex-U.S. Quality Growth Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.27 M
UBS Group AG: 696,129
Private Advisor Group, LLC: 541,897
AMERIPRISE FINANCIAL INC: 494,824
LPL Financial LLC: 483,790
Key FInancial Inc: 452,268
69.84% of WisdomTree Global ex-U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.60 M shares in the last 24 months. This purchase volume represents approximately $361.08 M in transactions.