WisdomTree International Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 950.13 K | $66.41 M | -1.62% | 11.04% |
| LPL FINANCIAL LLC | 05/06/2026 | 476.01 K | $33.27 M | -0.12% | 5.53% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 431.85 K | $30.18 M | 7.18% | 5.02% |
| LRI INVESTMENTS, LLC | 04/30/2026 | 386.55 K | $27.02 M | 0.00% | 4.49% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 385.12 K | $26.92 M | -1.21% | 4.48% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 309.54 K | $21.63 M | 0.66% | 3.60% |
| UBS GROUP AG | 05/05/2026 | 220.77 K | $15.43 M | 22.46% | 2.57% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 208.17 K | $14.70 M | -37.28% | 2.42% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 111.71 K | $7.81 M | -14.52% | 1.30% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 107.65 K | $7.52 M | -16.41% | 1.25% |
| MOLLER FINANCIAL SERVICES | 04/14/2026 | 98.30 K | $6.87 M | -4.34% | 1.14% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 95.34 K | $6.66 M | 184.39% | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 89.09 K | $6.23 M | 1.66% | 1.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 88.85 K | $6.21 M | 9.88% | 1.03% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 84.26 K | $5.89 M | 5.95% | 0.98% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 76.37 K | $5.34 M | 3.67% | 0.89% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 65.89 K | $4.61 M | -8.15% | 0.77% |
| KEY FINANCIAL INC | 04/24/2026 | 63.81 K | $4.46 M | 5.83% | 0.74% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 63.81 K | $4.46 M | -28.42% | 0.74% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 04/22/2026 | 57.61 K | $4.03 M | 0.39% | 0.67% |
| MISSION WEALTH MANAGEMENT, LP | 05/15/2026 | 57.07 K | $3.99 M | -0.71% | 0.66% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 56.93 K | $3.98 M | 20.03% | 0.66% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 53.66 K | $3.75 M | 3.05% | 0.62% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 52.75 K | $3.92 M | -2.44% | 0.61% |
| SEI INVESTMENTS CO | 05/13/2026 | 41.32 K | $2.89 M | -0.92% | 0.48% |
| ENVISION FINANCIAL LLC | 04/16/2026 | 40.11 K | $2.80 M | -15.40% | 0.47% |
| TOBIAS FINANCIAL ADVISORS, INC. | 05/13/2026 | 39.14 K | $2.74 M | -25.86% | 0.45% |
| 05/12/2026 | 37.27 K | $3.04 M | 100.00% | 0.43% | |
| 05/06/2026 | 32.23 K | $2.25 M | -0.01% | 0.37% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 31.72 K | $2.22 M | -5.10% | 0.37% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 30.35 K | $2.12 M | 0.00% | 0.35% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 05/01/2026 | 29.90 K | $2.09 M | 100.00% | 0.35% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 04/30/2026 | 27.96 K | $1.95 M | -1.67% | 0.32% |
| CREATIVE PLANNING | 05/12/2026 | 27.45 K | $1.92 M | -0.54% | 0.32% |
| COURIER CAPITAL LLC | 04/23/2026 | 26.86 K | $1.88 M | 0.21% | 0.31% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 26.53 K | $1.85 M | 0.70% | 0.31% |
| PLIMOTH TRUST CO LLC | 04/27/2026 | 25.03 K | $1.75 M | 5.30% | 0.29% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 24.42 K | $1.71 M | 15.06% | 0.28% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 24.25 K | $1.70 M | 0.00% | 0.28% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.89 K | $1.25 M | 66.21% | 0.21% |
| COLONY GROUP, LLC | 05/15/2026 | 17.83 K | $1.25 M | 12.24% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 17.44 K | $1.22 M | 413.34% | 0.20% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 17.28 K | $1.21 M | -10.53% | 0.20% |
| ROYAL BANK OF CANADA | 05/15/2026 | 17.18 K | $1.20 M | 0.83% | 0.20% |
| FRAZIER FINANCIAL ADVISORS, LLC | 05/05/2026 | 16.84 K | $1.18 M | -3.20% | 0.20% |
| KONDO WEALTH ADVISORS, INC. | 05/11/2026 | 15.66 K | $1.09 M | -2.81% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 14.82 K | $1.04 M | -1.52% | 0.17% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 14.69 K | $1.03 M | 0.00% | 0.17% |
| DAVENPORT & CO LLC | 04/15/2026 | 14.04 K | $981.19 K | -0.99% | 0.16% |
| OCTAVIA WEALTH ADVISORS, LLC | 04/10/2026 | 13.81 K | $965.31 K | -0.03% | 0.16% |
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WisdomTree International Equity Fund institutional Ownership - FAQ's
During the previous two years, 187 institutional investors and hedge funds held shares of WisdomTree International Equity Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 950,131
LPL Financial LLC: 476,008
WELLS FARGO & COMPANY/MN: 431,853
LRI Investments, LLC: 386,546
BANK OF AMERICA CORP /DE/: 385,118
Valmark Advisers, Inc.: 309,543
65.29% of WisdomTree International Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.46 M shares in the last 24 months. This purchase volume represents approximately $455.05 M in transactions.