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 | 02/13/2026 | 1.24 M | $50.99 M | 49.60% | 11.17% |
| UBS GROUP AG | 01/29/2026 | 770.79 K | $31.77 M | 35.46% | 6.96% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 730.01 K | $30.09 M | -13.77% | 6.66% |
| LPL FINANCIAL LLC | 02/11/2026 | 528.21 K | $21.77 M | -17.02% | 4.82% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 495.78 K | $20.44 M | -0.05% | 4.52% |
| ROYAL BANK OF CANADA | 02/17/2026 | 468.51 K | $19.31 M | -5.39% | 4.23% |
| KEY FINANCIAL INC | 02/09/2026 | 452.21 K | $18.64 M | -0.12% | 4.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 443.19 K | $18.27 M | -27.87% | 4.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 406.33 K | $16.75 M | -7.89% | 3.67% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 340.62 K | $14.04 M | -25.89% | 3.08% |
| BIP WEALTH, LLC | 01/21/2026 | 254.37 K | $10.49 M | 4.55% | 2.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 240.23 K | $9.90 M | 440.87% | 2.19% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 220.34 K | $9.08 M | 2.56% | 1.99% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 217.69 K | $8.97 M | 18.24% | 1.97% |
| JPMORGAN CHASE & CO | 02/11/2026 | 192.87 K | $7.95 M | 2.64% | 1.71% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 02/10/2026 | 166.38 K | $6.86 M | 2.39% | 1.52% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 132.87 K | $5.48 M | -29.07% | 1.20% |
| JANE STREET GROUP, LLC | 02/12/2026 | 103.14 K | $4.25 M | -16.99% | 0.94% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 81.02 K | $3.34 M | -27.85% | 0.73% |
| IEQ CAPITAL, LLC | 02/13/2026 | 76.84 K | $3.17 M | 0.00% | 0.70% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 71.06 K | $2.93 M | -1.73% | 0.65% |
| WEALTH WATCH ADVISORS, INC | 02/17/2026 | 71.07 K | $2.93 M | -1.39% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 65.95 K | $2.72 M | -8.71% | 0.60% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 65.34 K | $2.69 M | -27.42% | 0.59% |
| COLLABORATIVE WEALTH MANAGMENT INC. | 02/09/2026 | 58.11 K | $2.40 M | 11.43% | 0.53% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 55.90 K | $2.30 M | -0.11% | 0.49% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 49.96 K | $2.06 M | -21.16% | 0.44% |
| CWM, LLC | 01/26/2026 | 48.27 K | $1.99 M | -1.20% | 0.44% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 46.33 K | $1.91 M | -2.05% | 0.41% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 45.76 K | $1.89 M | -0.86% | 0.40% |
| WELL DONE, LLC | 01/13/2026 | 45.05 K | $1.86 M | 0.27% | 0.40% |
| MICHELS FAMILY FINANCIAL, LLC | 02/19/2026 | 44.07 K | $1.82 M | 2.70% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 42.19 K | $1.74 M | 53.33% | 0.38% |
| CITADEL ADVISORS LLC | 02/17/2026 | 31.57 K | $1.30 M | 100.00% | 0.29% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 31.15 K | $1.28 M | 7.18% | 0.28% |
| ELEMENT WEALTH, LLC | 02/13/2026 | 27.77 K | $1.14 M | 9.27% | 0.25% |
| SENTINEL PENSION ADVISORS INC | 01/12/2026 | 26.80 K | $1.10 M | -18.16% | 0.24% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 23.69 K | $976.45 K | -35.85% | 0.21% |
| 5T WEALTH, LLC | 01/27/2026 | 24.11 K | $993.94 K | 5.29% | 0.21% |
| TECTONIC ADVISORS LLC | 01/23/2026 | 24.01 K | $989.62 K | 0.00% | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 17.44 K | $718.67 K | 0.59% | 0.16% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 17.24 K | $710.44 K | 100.00% | 0.16% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 17.21 K | $709.46 K | 6.10% | 0.16% |
| DRIVE WEALTH MANAGEMENT, LLC | 02/04/2026 | 17.68 K | $728.69 K | 13.17% | 0.16% |
| ARGENT TRUST CO | 02/10/2026 | 16.56 K | $682.60 K | 0.00% | 0.15% |
| SOWA FINANCIAL GROUP, INC. | 02/03/2026 | 16.91 K | $697.00 K | 0.05% | 0.15% |
| INTEGRITY FINANCIAL CORP /WA | 02/13/2026 | 14.61 K | $602.38 K | -20.26% | 0.13% |
| 02/03/2026 | 14.76 K | $608.45 K | -0.67% | 0.13% | |
| HOWARD WEALTH MANAGEMENT, LLC | 01/29/2026 | 13.87 K | $571.89 K | -28.35% | 0.12% |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 13.21 K | $544.60 K | -26.14% | 0.12% |
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WisdomTree Global ex-U.S. Quality Growth Fund institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of WisdomTree Global ex-U.S. Quality Growth Fund. The most heavily invested institutionals were:
UBS Group AG: 693,294
Private Advisor Group, LLC: 502,178
Key FInancial Inc: 462,832
BIP Wealth, LLC: 242,369
COMMONWEALTH EQUITY SERVICES, LLC: 193,315
Kestra Advisory Services, LLC: 116,835
80.51% of WisdomTree Global ex-U.S. Quality Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.51 M shares in the last 24 months. This purchase volume represents approximately $399.15 M in transactions.