WisdomTree True Developed International Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 08/13/2026 | 2.69 M | $199.90 M | -0.32% | 25.01% |
| MORGAN STANLEY | 08/13/2026 | 1.12 M | $83.10 M | 2.98% | 10.40% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 852.79 K | $63.42 M | -0.61% | 7.94% |
| JPMORGAN CHASE & CO | 08/12/2026 | 369.18 K | $27.39 M | 1.54% | 3.44% |
| CASCADE FINANCIAL PARTNERS, LLC | 08/04/2026 | 307.54 K | $22.87 M | 14.09% | 2.86% |
| KEY FINANCIAL INC | 07/24/2026 | 306.32 K | $22.78 M | -4.67% | 2.85% |
| ROYAL BANK OF CANADA | 08/14/2026 | 306.13 K | $22.77 M | -1.70% | 2.85% |
| BIP WEALTH, LLC | 08/03/2026 | 301.93 K | $22.45 M | 3.09% | 2.81% |
| LPL FINANCIAL LLC | 08/07/2026 | 253.34 K | $18.84 M | 6.13% | 2.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 201.36 K | $14.97 M | -2.41% | 1.87% |
| M&T BANK CORP | 08/04/2026 | 129.34 K | $9.62 M | 0.21% | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 124.97 K | $9.29 M | -0.41% | 1.16% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 07/24/2026 | 112.54 K | $8.37 M | 1.46% | 1.05% |
| EVERNEST FINANCIAL ADVISORS, LLC | 08/06/2026 | 91.53 K | $6.81 M | -0.94% | 0.85% |
| POWERS ADVISORY GROUP, LLC | 07/31/2026 | 81.33 K | $6.05 M | -2.77% | 0.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 79.37 K | $5.90 M | 5.81% | 0.74% |
| UBS GROUP AG | 08/13/2026 | 79.11 K | $5.88 M | 3.07% | 0.74% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 76.99 K | $5.73 M | 47.27% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 73.33 K | $5.45 M | -8.80% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 67.26 K | $5.00 M | 14.56% | 0.63% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 63.96 K | $4.76 M | -4.62% | 0.60% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 61.19 K | $4.55 M | -1.71% | 0.57% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 54.49 K | $4.05 M | -3.50% | 0.51% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 49.12 K | $3.64 M | 105.35% | 0.46% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 42.66 K | $3.17 M | -0.72% | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 31.60 K | $2.35 M | -2.74% | 0.29% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 31.35 K | $2.33 M | 7.77% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 29.71 K | $2.21 M | 3.66% | 0.28% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 29.21 K | $2.17 M | -1.62% | 0.27% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 28.92 K | $2.15 M | -36.51% | 0.27% |
| JANE STREET GROUP, LLC | 08/14/2026 | 28.21 K | $2.10 M | -65.08% | 0.26% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 27.16 K | $2.02 M | 6.01% | 0.25% |
| BLACKROCK, INC. | 08/07/2026 | 25.70 K | $1.91 M | 8.75% | 0.24% |
| MARINER, LLC | 08/13/2026 | 25.56 K | $1.90 M | -14.96% | 0.24% |
| HOWE & RUSLING INC | 08/10/2026 | 19.11 K | $1.42 M | 4.54% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.52 K | $1.15 M | -13.00% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 14.95 K | $1.11 M | -0.83% | 0.14% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 13.94 K | $1.04 M | -44.35% | 0.13% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 12.28 K | $913.00 K | -20.41% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.95 K | $888.28 K | -18.82% | 0.11% |
| EVANSON FINANCIAL, LLC | 07/07/2026 | 11.68 K | $868.53 K | 100.00% | 0.11% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 11.63 K | $864.64 K | 0.00% | 0.11% |
| FIFTH THIRD BANCORP | 08/05/2026 | 11.53 K | $857.54 K | -0.15% | 0.11% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 10.98 K | $816.50 K | -0.22% | 0.10% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 10.57 K | $786.00 K | 17.26% | 0.10% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 10.40 K | $773.02 K | -0.73% | 0.10% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 07/06/2026 | 9.33 K | $693.45 K | 0.00% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 9.05 K | $672.76 K | 4.00% | 0.08% |
| COLONY GROUP, LLC | 08/12/2026 | 8.97 K | $667.00 K | -0.19% | 0.08% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 8.89 K | $661.22 K | 15.95% | 0.08% |
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WisdomTree True Developed International Fund institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of WisdomTree True Developed International Fund. The most heavily invested institutionals were:
Creative Planning: 2.69 M
MORGAN STANLEY: 1.12 M
HUNTINGTON NATIONAL BANK: 852,792
JPMORGAN CHASE & CO: 369,181
Cascade Financial Partners, LLC: 307,535
Key FInancial Inc: 306,315
79.43% of WisdomTree True Developed International Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.92 M shares in the last 24 months. This purchase volume represents approximately $687.03 M in transactions.