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/ | 05/18/2026 | 1.59 M | $86.02 M | 12.27% | 14.30% |
| MORGAN STANLEY | 05/15/2026 | 961.14 K | $51.99 M | 16.30% | 8.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 913.70 K | $49.42 M | 17.14% | 8.22% |
| MARINER, LLC | 05/13/2026 | 325.69 K | $17.62 M | -18.37% | 2.93% |
| TCP ASSET MANAGEMENT, LLC | 04/10/2026 | 267.97 K | $14.49 M | 100.00% | 2.41% |
| FREEDOM DAY SOLUTIONS, LLC | 05/05/2026 | 183.30 K | $9.91 M | 31.45% | 1.65% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 163.44 K | $8.84 M | 4.46% | 1.47% |
| CWM, LLC | 05/14/2026 | 161.56 K | $8.74 M | 72.20% | 1.45% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 161.16 K | $8.72 M | 654.32% | 1.45% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 151.48 K | $8.19 M | 20.56% | 1.36% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 04/17/2026 | 144.76 K | $7.83 M | -2.01% | 1.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 126.09 K | $6.82 M | 57.08% | 1.13% |
| 05/15/2026 | 123.96 K | $6.70 M | 100.00% | 1.11% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 122.38 K | $6.62 M | 16.84% | 1.10% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 114.32 K | $6.18 M | -4.61% | 1.03% |
| CAHILL FINANCIAL ADVISORS INC | 05/13/2026 | 100.50 K | $5.44 M | 1.50% | 0.90% |
| AMERICAN ALPHA ADVISORS, LLC | 05/15/2026 | 97.50 K | $5.27 M | 11.18% | 0.88% |
| UBS GROUP AG | 05/05/2026 | 96.03 K | $5.19 M | 3.09% | 0.86% |
| PEREGRINE ASSET ADVISERS, INC. | 04/24/2026 | 86.15 K | $4.66 M | 100.00% | 0.77% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 86.08 K | $4.66 M | 0.25% | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 83.60 K | $4.52 M | 25.79% | 0.75% |
| COOPER FINANCIAL GROUP | 04/07/2026 | 78.85 K | $4.27 M | 100.00% | 0.71% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 76.56 K | $4.14 M | -3.25% | 0.69% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 72.62 K | $3.93 M | 1.09% | 0.65% |
| JANE STREET GROUP, LLC | 05/12/2026 | 72.42 K | $3.92 M | 100.00% | 0.65% |
| GREENLEAF TRUST | 04/27/2026 | 71.39 K | $3.86 M | -3.87% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 70.61 K | $3.82 M | 2.85% | 0.64% |
| EVANSON ASSET MANAGEMENT, LLC | 04/08/2026 | 70.25 K | $3.80 M | -5.90% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 68.22 K | $3.69 M | 10.81% | 0.61% |
| PATTEN GROUP, INC. | 04/24/2026 | 62.21 K | $3.36 M | 45.54% | 0.56% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 60.95 K | $3.33 M | 18,947.81% | 0.55% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 59.69 K | $3.23 M | 138.38% | 0.54% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 55.72 K | $3.01 M | 38.59% | 0.50% |
| MOORS & CABOT, INC. | 05/08/2026 | 53.51 K | $2.89 M | 1.59% | 0.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 47.72 K | $2.58 M | 7.27% | 0.43% |
| FARMERS NATIONAL BANK | 06/08/2026 | 46.13 K | $2.50 M | 15.09% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 45.37 K | $2.45 M | 4.07% | 0.41% |
| LANSING STREET ADVISORS | 04/28/2026 | 43.77 K | $2.37 M | 40.11% | 0.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 43.27 K | $2.34 M | -4.42% | 0.39% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 43.09 K | $2.22 M | -20.15% | 0.39% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 42.14 K | $2.28 M | 100.00% | 0.38% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 04/15/2026 | 42.14 K | $2.28 M | 7.06% | 0.38% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 41.56 K | $2.25 M | 100.00% | 0.37% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 39.86 K | $2.09 M | 5.52% | 0.36% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 38.65 K | $2.09 M | -1.84% | 0.35% |
| CRESCENT GROVE ADVISORS, LLC | 05/06/2026 | 37.80 K | $2.04 M | 3.77% | 0.34% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 37.44 K | $2.03 M | -0.26% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 35.46 K | $1.87 M | 24.26% | 0.32% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 05/14/2026 | 31.86 K | $1.72 M | 13.39% | 0.29% |
| GOLDSTONE FINANCIAL GROUP, LLC | 04/24/2026 | 30.51 K | $1.65 M | -47.95% | 0.27% |
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WisdomTree International High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of WisdomTree International High Dividend Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 1.59 M
MORGAN STANLEY: 961,135
LPL Financial LLC: 913,699
Mariner, LLC: 325,692
TCP Asset Management, LLC: 267,965
Freedom Day Solutions, LLC: 183,302
72.43% of WisdomTree International High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.63 M shares in the last 24 months. This purchase volume represents approximately $522.45 M in transactions.