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/ | 02/17/2026 | 1.42 M | $73.10 M | 2.04% | 13.61% |
| MORGAN STANLEY | 02/13/2026 | 826.44 K | $42.65 M | 5.33% | 7.94% |
| LPL FINANCIAL LLC | 02/11/2026 | 779.98 K | $40.25 M | -8.44% | 7.57% |
| MARINER, LLC | 02/13/2026 | 399.00 K | $20.59 M | -11.24% | 3.88% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 156.46 K | $8.07 M | 100.00% | 1.63% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 147.72 K | $7.62 M | -1.17% | 1.54% |
| FREEDOM DAY SOLUTIONS, LLC | 02/04/2026 | 139.45 K | $7.20 M | 70.03% | 1.45% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 125.65 K | $6.48 M | -2.40% | 1.21% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 119.84 K | $6.18 M | -3.43% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 104.75 K | $5.41 M | 4.28% | 1.02% |
| CAHILL FINANCIAL ADVISORS INC | 02/18/2026 | 99.02 K | $5.11 M | 3.42% | 0.95% |
| CWM, LLC | 01/26/2026 | 93.82 K | $4.84 M | 66.90% | 0.90% |
| UBS GROUP AG | 01/29/2026 | 93.15 K | $4.81 M | 5.33% | 0.90% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 88.23 K | $4.55 M | 6.08% | 0.85% |
| AMERICAN ALPHA ADVISORS, LLC | 02/17/2026 | 87.69 K | $4.53 M | -8.12% | 0.84% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 85.87 K | $4.43 M | -2.86% | 0.83% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 79.13 K | $4.08 M | -2.26% | 0.82% |
| EVANSON ASSET MANAGEMENT, LLC | 01/12/2026 | 74.66 K | $3.85 M | -4.13% | 0.78% |
| GREENLEAF TRUST | 01/21/2026 | 74.27 K | $3.83 M | 2.04% | 0.77% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 80.27 K | $4.14 M | -28.90% | 0.77% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 71.84 K | $3.71 M | -0.90% | 0.69% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 68.65 K | $3.54 M | 1.68% | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 66.46 K | $3.43 M | 19.72% | 0.64% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 61.57 K | $3.18 M | 14.58% | 0.59% |
| GOLDSTONE FINANCIAL GROUP, LLC | 02/13/2026 | 58.62 K | $3.02 M | -3.50% | 0.56% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 53.96 K | $2.65 M | 1.89% | 0.56% |
| MOORS & CABOT, INC. | 02/10/2026 | 52.68 K | $2.72 M | 12.70% | 0.51% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 45.27 K | $2.34 M | -0.23% | 0.47% |
| PATTEN GROUP, INC. | 01/23/2026 | 42.74 K | $2.21 M | 18.56% | 0.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 44.49 K | $2.30 M | 12.12% | 0.43% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 43.59 K | $2.25 M | 0.76% | 0.42% |
| FARMERS NATIONAL BANK | 03/12/2026 | 40.08 K | $2.07 M | 14.19% | 0.42% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 01/14/2026 | 39.36 K | $2.03 M | 5.34% | 0.41% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 40.21 K | $2.07 M | 100.00% | 0.39% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 39.37 K | $2.03 M | -3.60% | 0.38% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 38.08 K | $1.97 M | 4.87% | 0.37% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 37.77 K | $1.95 M | 1.32% | 0.37% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 37.54 K | $1.94 M | -0.59% | 0.36% |
| CRESCENT GROVE ADVISORS, LLC | 02/11/2026 | 36.43 K | $1.88 M | 0.00% | 0.35% |
| LANSING STREET ADVISORS | 01/26/2026 | 31.24 K | $1.61 M | 2.42% | 0.32% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 29.58 K | $1.53 M | -0.69% | 0.31% |
| JPMORGAN CHASE & CO | 02/11/2026 | 28.53 K | $1.47 M | -16.11% | 0.27% |
| SHOREHAVEN WEALTH PARTNERS, LLC | 02/10/2026 | 28.10 K | $1.45 M | -15.93% | 0.27% |
| COMERICA BANK | 01/29/2026 | 25.74 K | $1.33 M | -4.95% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 21.37 K | $1.10 M | -83.56% | 0.21% |
| GREAT DIAMOND PARTNERS, LLC | 02/06/2026 | 19.78 K | $1.02 M | -4.65% | 0.19% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 19.61 K | $1.01 M | 9.20% | 0.19% |
| IFP ADVISORS, INC | 02/06/2026 | 18.86 K | $973.21 K | 5.18% | 0.18% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/09/2026 | 18.01 K | $929.30 K | -21.19% | 0.17% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 13.60 K | $701.62 K | 0.44% | 0.14% |
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WisdomTree International High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of WisdomTree International High Dividend Fund. The most heavily invested institutionals were:
TCP Asset Management, LLC: 267,965
Freedom Day Solutions, LLC: 183,302
THRIVENT FINANCIAL FOR LUTHERANS: 163,440
ENVESTNET ASSET MANAGEMENT INC: 161,160
Stonebridge Wealth Management, LLC: 144,758
Wealthspire Advisors, LLC: 114,317
67.36% of WisdomTree International High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.09 M shares in the last 24 months. This purchase volume represents approximately $493.45 M in transactions.