WisdomTree True Developed International Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 05/12/2026 | 2.70 M | $183.35 M | 1.25% | 26.35% |
| MORGAN STANLEY | 05/15/2026 | 1.09 M | $73.77 M | 5.94% | 10.60% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 858.03 K | $58.33 M | 1.56% | 8.38% |
| JPMORGAN CHASE & CO | 05/13/2026 | 363.59 K | $24.01 M | -2.15% | 3.55% |
| KEY FINANCIAL INC | 04/24/2026 | 321.34 K | $21.85 M | 0.35% | 3.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 311.41 K | $21.17 M | -5.74% | 3.04% |
| BIP WEALTH, LLC | 04/27/2026 | 292.89 K | $19.91 M | -5.82% | 2.86% |
| CASCADE FINANCIAL PARTNERS, LLC | 05/12/2026 | 269.55 K | $18.33 M | 11.04% | 2.63% |
| LPL FINANCIAL LLC | 05/06/2026 | 238.71 K | $16.23 M | 0.67% | 2.33% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 206.33 K | $14.03 M | 3.57% | 2.02% |
| M&T BANK CORP | 05/12/2026 | 129.07 K | $8.77 M | 0.04% | 1.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 125.49 K | $8.53 M | 4.67% | 1.23% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 110.93 K | $7.54 M | -8.92% | 1.08% |
| EVERNEST FINANCIAL ADVISORS, LLC | 05/04/2026 | 92.40 K | $6.62 M | -0.57% | 0.90% |
| POWERS ADVISORY GROUP, LLC | 04/21/2026 | 83.64 K | $5.69 M | -0.77% | 0.82% |
| JANE STREET GROUP, LLC | 05/12/2026 | 80.78 K | $5.49 M | 152.85% | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 80.41 K | $5.47 M | -3.05% | 0.79% |
| UBS GROUP AG | 05/05/2026 | 76.76 K | $5.22 M | 10.29% | 0.75% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 75.01 K | $5.10 M | 30.48% | 0.73% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 67.06 K | $4.56 M | 3.43% | 0.66% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 62.25 K | $4.23 M | -28.18% | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 58.72 K | $3.99 M | 36.91% | 0.57% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 56.47 K | $3.84 M | 20.92% | 0.55% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 52.28 K | $3.55 M | -30.53% | 0.51% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 45.54 K | $3.10 M | -38.15% | 0.45% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 42.97 K | $2.92 M | -2.45% | 0.42% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 32.49 K | $2.21 M | 100.00% | 0.32% |
| MARINER, LLC | 05/13/2026 | 30.05 K | $2.04 M | -13.40% | 0.29% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 29.69 K | $2.02 M | -1.42% | 0.29% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 29.09 K | $1.98 M | 40.46% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 28.66 K | $1.95 M | -2.54% | 0.28% |
| CWM, LLC | 05/14/2026 | 28.02 K | $1.90 M | -6.75% | 0.27% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 25.62 K | $1.74 M | 0.83% | 0.25% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 25.04 K | $1.70 M | -42.69% | 0.24% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 23.92 K | $1.63 M | 12.92% | 0.23% |
| BLACKROCK, INC. | 05/13/2026 | 23.63 K | $1.61 M | 220.63% | 0.23% |
| HOWE & RUSLING INC | 04/28/2026 | 18.28 K | $1.24 M | 20.00% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 17.84 K | $1.21 M | -77.56% | 0.17% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 15.43 K | $1.05 M | 100.00% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 15.07 K | $1.02 M | 4.29% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 14.71 K | $1.00 M | 100.00% | 0.14% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 05/13/2026 | 12.20 K | $829.66 K | 0.80% | 0.12% |
| EVANSON ASSET MANAGEMENT, LLC | 04/08/2026 | 11.64 K | $791.13 K | 0.09% | 0.11% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 11.63 K | $790.48 K | 0.00% | 0.11% |
| FIFTH THIRD BANCORP | 05/01/2026 | 11.55 K | $785.17 K | 238.98% | 0.11% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 11.00 K | $748.09 K | -0.93% | 0.11% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 10.64 K | $723.38 K | 1,287.22% | 0.10% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 10.47 K | $711.89 K | -0.07% | 0.10% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 04/08/2026 | 9.33 K | $633.97 K | 0.00% | 0.09% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 9.02 K | $612.97 K | 1.97% | 0.09% |
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WisdomTree True Developed International Fund institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of WisdomTree True Developed International Fund. The most heavily invested institutionals were:
Creative Planning: 2.7 M
MORGAN STANLEY: 1.09 M
HUNTINGTON NATIONAL BANK: 858,025
JPMORGAN CHASE & CO: 363,593
Key FInancial Inc: 321,335
ROYAL BANK OF CANADA: 311,412
83.58% of WisdomTree True Developed International Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.88 M shares in the last 24 months. This purchase volume represents approximately $684.37 M in transactions.