WisdomTree International Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 965.80 K | $66.41 M | -4.06% | 10.75% |
| LPL FINANCIAL LLC | 02/11/2026 | 476.60 K | $32.77 M | -1.59% | 5.35% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 402.92 K | $27.70 M | 19.70% | 4.49% |
| LRI INVESTMENTS, LLC | 02/04/2026 | 386.55 K | $26.58 M | 0.00% | 4.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 389.84 K | $26.81 M | 0.48% | 4.34% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 331.89 K | $23.24 M | 8.68% | 3.82% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 307.50 K | $21.14 M | 0.83% | 3.54% |
| UBS GROUP AG | 01/29/2026 | 180.28 K | $12.40 M | 5.18% | 2.01% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 130.69 K | $8.99 M | 202.93% | 1.45% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 128.79 K | $8.86 M | -1.50% | 1.43% |
| MOLLER FINANCIAL SERVICES | 01/08/2026 | 102.76 K | $7.07 M | -0.44% | 1.18% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 89.14 K | $6.13 M | 100.00% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 87.63 K | $6.03 M | 1.87% | 0.98% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 80.86 K | $5.56 M | 1,957.08% | 0.91% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 79.52 K | $5.47 M | -1.73% | 0.89% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 73.67 K | $5.07 M | 10.03% | 0.83% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 71.74 K | $4.93 M | -3.38% | 0.82% |
| KEY FINANCIAL INC | 02/09/2026 | 60.29 K | $4.15 M | 8.62% | 0.68% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 01/23/2026 | 57.38 K | $3.95 M | -5.60% | 0.66% |
| MISSION WEALTH MANAGEMENT, LP | 02/05/2026 | 57.48 K | $3.95 M | -1.68% | 0.63% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 54.07 K | $3.97 M | -0.02% | 0.61% |
| TOBIAS FINANCIAL ADVISORS, INC. | 02/13/2026 | 52.79 K | $3.63 M | -5.54% | 0.59% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 52.07 K | $3.58 M | 2.08% | 0.58% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 47.43 K | $3.26 M | 0.47% | 0.55% |
| ENVISION FINANCIAL LLC | 01/07/2026 | 47.41 K | $3.26 M | -5.94% | 0.55% |
| SEI INVESTMENTS CO | 02/13/2026 | 41.70 K | $2.87 M | -1.54% | 0.47% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 33.53 K | $2.31 M | 96.85% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 33.43 K | $2.30 M | 3.97% | 0.37% |
| 02/12/2026 | 32.23 K | $2.22 M | 100.00% | 0.36% | |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 30.35 K | $2.09 M | 0.00% | 0.34% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 02/06/2026 | 28.43 K | $1.95 M | -0.85% | 0.32% |
| CREATIVE PLANNING | 02/17/2026 | 27.60 K | $1.90 M | 0.91% | 0.31% |
| COURIER CAPITAL LLC | 01/29/2026 | 26.80 K | $1.84 M | 0.15% | 0.31% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 26.34 K | $1.81 M | -0.06% | 0.30% |
| PLIMOTH TRUST CO LLC | 01/27/2026 | 23.77 K | $1.63 M | 0.47% | 0.27% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 24.25 K | $1.67 M | 0.02% | 0.27% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 21.22 K | $1.46 M | -8.76% | 0.24% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 19.31 K | $1.33 M | -6.94% | 0.22% |
| FRAZIER FINANCIAL ADVISORS, LLC | 02/09/2026 | 17.40 K | $1.20 M | -0.62% | 0.20% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.04 K | $1.17 M | -2.96% | 0.19% |
| KONDO WEALTH ADVISORS, INC. | 01/30/2026 | 16.11 K | $1.11 M | -7.02% | 0.19% |
| COLONY GROUP, LLC | 02/13/2026 | 15.89 K | $1.09 M | 0.44% | 0.18% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 14.69 K | $1.01 M | -0.51% | 0.17% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 02/02/2026 | 14.51 K | $997.84 K | 0.01% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 15.05 K | $1.04 M | -22.62% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 14.73 K | $1.01 M | -5.69% | 0.16% |
| DAVENPORT & CO LLC | 01/12/2026 | 14.18 K | $975.02 K | -4.84% | 0.16% |
| OCTAVIA WEALTH ADVISORS, LLC | 01/23/2026 | 13.82 K | $949.99 K | -10.93% | 0.16% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 13.71 K | $942.37 K | 3.29% | 0.15% |
| KMG FIDUCIARY PARTNERS, LLC | 01/14/2026 | 13.03 K | $896.01 K | 0.67% | 0.15% |
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WisdomTree International Equity Fund institutional Ownership - FAQ's
During the previous two years, 189 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were:
LRI Investments, LLC: 386,546
Valmark Advisers, Inc.: 309,543
UBS Group AG: 220,766
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 208,173
ENVESTNET ASSET MANAGEMENT INC: 111,713
Kestra Advisory Services, LLC: 107,653
64.54% of WisdomTree International Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.41 M shares in the last 24 months. This purchase volume represents approximately $451.44 M in transactions.