WisdomTree International High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.55 M | $83.94 M | -2.46% | 14.31% |
| MORGAN STANLEY | 08/13/2026 | 939.68 K | $50.85 M | -2.23% | 8.67% |
| LPL FINANCIAL LLC | 08/07/2026 | 773.98 K | $41.88 M | -15.29% | 7.14% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 403.26 K | $21.82 M | 219.81% | 3.72% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 302.36 K | $16.36 M | 87.62% | 2.79% |
| TCP ASSET MANAGEMENT, LLC | 07/15/2026 | 275.80 K | $14.92 M | 2.92% | 2.54% |
| FREEDOM DAY SOLUTIONS, LLC | 07/24/2026 | 206.89 K | $11.20 M | 12.87% | 1.91% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 170.06 K | $9.20 M | 4.05% | 1.57% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 156.58 K | $8.47 M | 3.37% | 1.44% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 148.89 K | $8.06 M | 100.00% | 1.37% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 147.97 K | $8.01 M | 2.22% | 1.37% |
| MADRID FINANCIAL SERVICES | 08/06/2026 | 146.90 K | $7.95 M | 18.51% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 135.73 K | $7.34 M | 10.91% | 1.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 126.38 K | $6.84 M | 74.51% | 1.17% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 112.38 K | $6.08 M | -1.69% | 1.04% |
| AMERICAN ALPHA ADVISORS, LLC | 08/14/2026 | 110.32 K | $5.97 M | 13.15% | 1.02% |
| CAHILL FINANCIAL ADVISORS INC | 08/11/2026 | 99.47 K | $5.38 M | -1.03% | 0.92% |
| CITADEL ADVISORS LLC | 09/02/2026 | 92.81 K | $5.02 M | 100.00% | 0.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 90.96 K | $4.92 M | 8.81% | 0.84% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 84.88 K | $4.59 M | -1.40% | 0.78% |
| PEREGRINE ASSET ADVISERS, INC. | 08/10/2026 | 83.35 K | $4.51 M | -3.25% | 0.77% |
| COOPER FINANCIAL GROUP | 07/08/2026 | 80.90 K | $4.38 M | 2.60% | 0.75% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 76.53 K | $4.14 M | -0.04% | 0.71% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 74.30 K | $4.02 M | 2.31% | 0.69% |
| GREENLEAF TRUST | 07/21/2026 | 71.59 K | $3.87 M | 0.29% | 0.66% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 70.69 K | $3.83 M | 0.13% | 0.65% |
| EVANSON FINANCIAL, LLC | 07/07/2026 | 68.32 K | $3.70 M | 100.00% | 0.63% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 67.44 K | $3.65 M | 12.99% | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 66.61 K | $3.60 M | -2.36% | 0.61% |
| PATTEN GROUP, INC. | 08/06/2026 | 62.75 K | $3.40 M | 0.87% | 0.58% |
| DORSEY WRIGHT & ASSOCIATES | 08/06/2026 | 61.23 K | $3.31 M | 100.00% | 0.56% |
| UBS GROUP AG | 08/13/2026 | 61.10 K | $3.31 M | -36.37% | 0.56% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 60.04 K | $3.25 M | 115.40% | 0.55% |
| MOORS & CABOT, INC. | 08/10/2026 | 54.89 K | $2.97 M | 2.57% | 0.51% |
| ROYAL BANK OF CANADA | 08/14/2026 | 52.21 K | $2.82 M | 9.41% | 0.48% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 44.53 K | $2.41 M | 2.92% | 0.41% |
| FARMERS NATIONAL BANK | 08/11/2026 | 44.35 K | $2.40 M | -3.86% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 43.25 K | $2.33 M | 8.52% | 0.40% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 43.01 K | $2.33 M | -0.19% | 0.40% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 42.87 K | $2.32 M | 1.73% | 0.40% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 07/09/2026 | 42.87 K | $2.32 M | 1.73% | 0.40% |
| LANSING STREET ADVISORS | 07/24/2026 | 42.41 K | $2.29 M | -3.09% | 0.39% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 40.82 K | $2.21 M | -1.78% | 0.38% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 38.26 K | $2.07 M | 2.17% | 0.35% |
| CRESCENT GROVE ADVISORS, LLC | 08/10/2026 | 37.80 K | $2.05 M | 0.00% | 0.35% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 37.53 K | $2.03 M | -2.90% | 0.35% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 36.16 K | $1.96 M | 100.00% | 0.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 34.85 K | $1.89 M | -1.72% | 0.32% |
| MARINER, LLC | 08/13/2026 | 34.55 K | $1.87 M | -89.39% | 0.32% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 07/14/2026 | 30.66 K | $1.66 M | -3.75% | 0.28% |
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WisdomTree International High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of WisdomTree International High Dividend Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.55 M
MORGAN STANLEY: 939,675
LPL Financial LLC: 773,984
WELLS FARGO & COMPANY/MN: 403,260
ENVESTNET ASSET MANAGEMENT INC: 302,364
TCP Asset Management, LLC: 275,800
76.88% of WisdomTree International High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.27 M shares in the last 24 months. This purchase volume represents approximately $556.99 M in transactions.