WisdomTree International Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 915.78 K | $67.05 M | -3.62% | 10.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 469.90 K | $34.40 M | -1.28% | 5.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 388.01 K | $28.41 M | -10.15% | 4.40% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 386.41 K | $28.29 M | -0.03% | 4.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 375.49 K | $27.49 M | -2.50% | 4.26% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 309.10 K | $22.63 M | -0.14% | 3.51% |
| UBS GROUP AG | 08/13/2026 | 232.15 K | $17.00 M | 5.16% | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 216.80 K | $16.00 M | 4.14% | 2.46% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 117.26 K | $8.59 M | 22.99% | 1.33% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 111.99 K | $8.20 M | 0.24% | 1.27% |
| MOLLER FINANCIAL SERVICES | 07/15/2026 | 97.74 K | $7.16 M | -0.57% | 1.11% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 91.85 K | $6.71 M | 3.38% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 89.20 K | $6.53 M | 0.13% | 1.01% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 82.12 K | $6.01 M | -23.72% | 0.93% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 79.21 K | $5.80 M | 3.71% | 0.90% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 74.15 K | $5.43 M | 16.20% | 0.84% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 69.78 K | $5.11 M | -17.18% | 0.79% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 63.20 K | $4.63 M | -4.08% | 0.72% |
| KEY FINANCIAL INC | 07/24/2026 | 62.73 K | $4.59 M | -1.70% | 0.71% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 59.91 K | $4.39 M | 5.22% | 0.68% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 07/23/2026 | 59.02 K | $4.32 M | 2.45% | 0.67% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 58.71 K | $4.30 M | 9.42% | 0.67% |
| MISSION WEALTH MANAGEMENT, LP | 07/20/2026 | 57.15 K | $4.18 M | 0.15% | 0.65% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 52.75 K | $4.03 M | 0.00% | 0.60% |
| FALCON WEALTH PLANNING | 07/13/2026 | 40.55 K | $2.97 M | 248.17% | 0.46% |
| SEI INVESTMENTS CO | 08/14/2026 | 40.09 K | $2.94 M | -2.97% | 0.46% |
| TOBIAS FINANCIAL ADVISORS, INC. | 08/25/2026 | 38.08 K | $2.79 M | -2.72% | 0.43% |
| ENVISION FINANCIAL LLC | 07/10/2026 | 35.34 K | $2.59 M | -11.89% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 32.88 K | $2.41 M | 3.65% | 0.37% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 31.15 K | $2.28 M | 2.63% | 0.35% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 07/23/2026 | 29.00 K | $2.12 M | -3.01% | 0.33% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 27.97 K | $2.05 M | 5.43% | 0.32% |
| CREATIVE PLANNING | 08/13/2026 | 27.46 K | $2.01 M | 0.01% | 0.31% |
| COURIER CAPITAL LLC | 07/16/2026 | 27.09 K | $1.98 M | 0.86% | 0.31% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 07/20/2026 | 26.61 K | $1.95 M | -4.80% | 0.30% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 26.59 K | $1.95 M | -17.49% | 0.30% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 24.73 K | $1.81 M | 1.95% | 0.28% |
| PLIMOTH TRUST CO LLC | 07/28/2026 | 24.57 K | $1.80 M | -1.82% | 0.28% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 21.04 K | $1.54 M | -13.84% | 0.24% |
| JANE STREET GROUP, LLC | 08/14/2026 | 19.74 K | $1.45 M | 10.33% | 0.22% |
| ROYAL BANK OF CANADA | 08/14/2026 | 17.93 K | $1.31 M | 4.41% | 0.20% |
| COLONY GROUP, LLC | 08/12/2026 | 16.93 K | $1.24 M | -5.04% | 0.19% |
| FRAZIER FINANCIAL ADVISORS, LLC | 08/10/2026 | 16.75 K | $1.23 M | -0.51% | 0.19% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 08/07/2026 | 15.79 K | $1.16 M | -8.60% | 0.18% |
| KONDO WEALTH ADVISORS, INC. | 07/21/2026 | 15.41 K | $1.13 M | -1.55% | 0.18% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 14.69 K | $1.08 M | 0.00% | 0.17% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 14.09 K | $1.03 M | 9.31% | 0.16% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 13.94 K | $1.02 M | 1.01% | 0.16% |
| OCTAVIA WEALTH ADVISORS, LLC | 07/14/2026 | 13.62 K | $996.86 K | -1.42% | 0.15% |
| DAVENPORT & CO LLC | 07/13/2026 | 13.31 K | $974.34 K | -5.21% | 0.15% |
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WisdomTree International Equity Fund institutional Ownership - FAQ's
During the previous two years, 200 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 915,784
LPL Financial LLC: 469,903
WELLS FARGO & COMPANY/MN: 388,008
LRI Investments, LLC: 386,413
BANK OF AMERICA CORP /DE/: 375,486
Valmark Advisers, Inc.: 309,102
62.71% of WisdomTree International Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.44 M shares in the last 24 months. This purchase volume represents approximately $453.86 M in transactions.