WisdomTree True Developed International Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 02/17/2026 | 2.66 M | $175.41 M | -0.73% | 25.51% |
| MORGAN STANLEY | 02/13/2026 | 1.02 M | $67.45 M | 3.46% | 9.72% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 844.85 K | $55.63 M | 1.58% | 8.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 371.57 K | $24.47 M | 0.81% | 3.47% |
| ROYAL BANK OF CANADA | 02/17/2026 | 330.36 K | $21.76 M | -0.27% | 3.13% |
| BIP WEALTH, LLC | 01/21/2026 | 310.99 K | $20.48 M | 0.80% | 3.07% |
| KEY FINANCIAL INC | 02/09/2026 | 320.22 K | $21.09 M | -0.48% | 3.05% |
| CASCADE FINANCIAL PARTNERS, LLC | 02/06/2026 | 242.76 K | $15.99 M | 8.51% | 2.27% |
| LPL FINANCIAL LLC | 02/11/2026 | 237.12 K | $15.61 M | 8.56% | 2.26% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 199.21 K | $13.12 M | -2.24% | 1.89% |
| M&T BANK CORP | 01/30/2026 | 129.02 K | $8.50 M | -18.85% | 1.28% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 02/02/2026 | 121.79 K | $8.02 M | 0.61% | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 119.88 K | $7.89 M | -0.11% | 1.14% |
| EVERNEST FINANCIAL ADVISORS, LLC | 02/13/2026 | 92.93 K | $6.72 M | -0.37% | 0.89% |
| POWERS ADVISORY GROUP, LLC | 01/22/2026 | 84.29 K | $5.55 M | 0.36% | 0.83% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 86.68 K | $5.71 M | -12.87% | 0.82% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 82.94 K | $5.46 M | -5.26% | 0.79% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 79.50 K | $5.23 M | -8.73% | 0.75% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 73.64 K | $4.85 M | -19.82% | 0.73% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 75.25 K | $4.96 M | 7.12% | 0.72% |
| UBS GROUP AG | 01/29/2026 | 69.60 K | $4.58 M | 14.42% | 0.66% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 64.84 K | $4.27 M | -46.60% | 0.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 57.48 K | $3.79 M | 5.08% | 0.55% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 46.70 K | $3.07 M | 6.84% | 0.46% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 43.69 K | $2.88 M | -28.69% | 0.43% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02/17/2026 | 44.05 K | $2.90 M | 3.77% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 42.89 K | $2.82 M | 52.46% | 0.41% |
| CITADEL ADVISORS LLC | 02/17/2026 | 37.40 K | $2.46 M | 100.00% | 0.35% |
| MARINER, LLC | 02/13/2026 | 34.70 K | $2.29 M | -3.83% | 0.33% |
| JANE STREET GROUP, LLC | 02/12/2026 | 31.95 K | $2.10 M | -36.65% | 0.32% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 30.12 K | $1.98 M | -3.39% | 0.29% |
| CWM, LLC | 01/26/2026 | 30.05 K | $1.98 M | 0.93% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 29.40 K | $1.94 M | 1.07% | 0.28% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 25.41 K | $1.67 M | 12.20% | 0.25% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 20.71 K | $1.36 M | 46.92% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 21.18 K | $1.39 M | 179.15% | 0.20% |
| HOWE & RUSLING INC | 02/17/2026 | 15.23 K | $1.00 M | 0.84% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 14.45 K | $951.60 K | -11.33% | 0.14% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 02/09/2026 | 12.11 K | $797.17 K | 100.00% | 0.12% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 11.63 K | $765.64 K | 100.00% | 0.12% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 11.63 K | $765.64 K | 0.16% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 11.16 K | $751.41 K | 3.01% | 0.11% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 11.11 K | $731.42 K | -2.37% | 0.11% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 10.48 K | $689.98 K | 0.79% | 0.10% |
| COLONY GROUP, LLC | 02/13/2026 | 10.16 K | $668.76 K | 21.28% | 0.10% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 9.33 K | $614.05 K | 0.00% | 0.09% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 8.84 K | $582.25 K | 111.48% | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 8.54 K | $562.13 K | 10.43% | 0.08% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 8.48 K | $558.13 K | -1.12% | 0.08% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 7.84 K | $516.22 K | 4.01% | 0.08% |
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WisdomTree True Developed International Fund institutional Ownership - FAQ's
During the previous two years, 163 institutional investors and hedge funds held shares of WisdomTree True Developed International Fund. The most heavily invested institutionals were:
Key FInancial Inc: 321,335
BIP Wealth, LLC: 292,888
COMMONWEALTH EQUITY SERVICES, LLC: 125,485
Evernest Financial Advisors, LLC: 92,400
Powers Advisory Group, LLC: 83,638
UBS Group AG: 76,759
83.58% of WisdomTree True Developed International Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.85 M shares in the last 24 months. This purchase volume represents approximately $682.27 M in transactions.