WisdomTree International Hedged Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.36 M | $176.22 M | -1.62% | 8.10% |
| LPL FINANCIAL LLC | 08/07/2026 | 3.18 M | $166.70 M | -15.69% | 7.66% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.29 M | $120.21 M | -2.05% | 5.52% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 1.40 M | $73.41 M | 44.04% | 3.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.24 M | $64.86 M | -28.59% | 2.98% |
| FALCON WEALTH PLANNING | 07/13/2026 | 998.94 K | $52.32 M | 6.46% | 2.40% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 988.45 K | $51.78 M | 13.71% | 2.38% |
| CREATIVE PLANNING | 08/13/2026 | 941.95 K | $49.34 M | 2.15% | 2.27% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 814.32 K | $42.65 M | 5.06% | 1.96% |
| TRILOGY CAPITAL INC. | 07/06/2026 | 784.79 K | $41.11 M | 1.53% | 1.89% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 773.17 K | $40.50 M | 1.19% | 1.86% |
| UBS GROUP AG | 08/13/2026 | 724.25 K | $37.94 M | -10.13% | 1.74% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 586.02 K | $30.67 M | -9.26% | 1.41% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 485.94 K | $25.46 M | 29.49% | 1.17% |
| CAPITAL WEALTH MANAGEMENT, LLC | 07/09/2026 | 451.63 K | $23.66 M | 2.09% | 1.09% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 07/23/2026 | 414.81 K | $21.72 M | -2.04% | 1.00% |
| MARIETTA WEALTH MANAGEMENT, LLC | 08/03/2026 | 389.43 K | $20.40 M | 3.64% | 0.94% |
| SUMMIT ASSET MANAGEMENT, LLC | 08/06/2026 | 384.14 K | $20.12 M | -0.21% | 0.92% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 378.71 K | $19.84 M | -0.87% | 0.91% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 357.98 K | $18.75 M | -26.96% | 0.86% |
| GADDIS PREMIER WEALTH ADVISORS LLC | 08/04/2026 | 330.55 K | $17.31 M | 6.35% | 0.80% |
| WEALTH MANAGEMENT RESOURCES, INC. | 07/22/2026 | 329.18 K | $17.24 M | 4.09% | 0.79% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 287.57 K | $15.06 M | -6.93% | 0.69% |
| PREPARED RETIREMENT INSTITUTE LLC | 08/10/2026 | 263.13 K | $13.78 M | -2.06% | 0.63% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 259.31 K | $13.58 M | 8.06% | 0.62% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 249.41 K | $13.06 M | -0.97% | 0.60% |
| EAGLE STRATEGIES LLC | 07/21/2026 | 247.96 K | $12.99 M | -57.75% | 0.60% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 247.15 K | $12.95 M | -3.23% | 0.59% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 244.86 K | $12.83 M | -0.98% | 0.59% |
| TRINITY WEALTH MANAGEMENT, LLC | 07/07/2026 | 239.28 K | $12.53 M | -0.11% | 0.58% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 228.11 K | $11.95 M | -0.49% | 0.55% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 07/29/2026 | 226.83 K | $11.88 M | 0.63% | 0.55% |
| MARINER, LLC | 08/13/2026 | 221.22 K | $11.59 M | 0.84% | 0.53% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 219.11 K | $11.48 M | 7.05% | 0.53% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 205.88 K | $10.78 M | 1.15% | 0.50% |
| MELONE PRIVATE WEALTH, LLC | 07/09/2026 | 205.26 K | $10.75 M | 0.15% | 0.49% |
| NFP RETIREMENT, INC. | 08/12/2026 | 184.30 K | $9.65 M | -3.55% | 0.44% |
| ARGO WEALTH ADVISORY, LLC | 08/07/2026 | 183.70 K | $9.62 M | 2.89% | 0.44% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 180.82 K | $9.47 M | -0.13% | 0.44% |
| LIDO ADVISORS, LLC | 08/07/2026 | 180.44 K | $9.45 M | 2.03% | 0.43% |
| BERKELEY, INC | 07/24/2026 | 177.47 K | $9.30 M | -0.21% | 0.43% |
| ROYAL BANK OF CANADA | 08/14/2026 | 176.27 K | $9.23 M | 8.13% | 0.42% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 158.08 K | $8.28 M | -2.63% | 0.38% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 133.39 K | $6.93 M | 4.71% | 0.32% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 129.86 K | $6.80 M | 28.34% | 0.31% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 128.51 K | $6.71 M | 0.11% | 0.31% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 119.69 K | $6.27 M | -14.53% | 0.29% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 109.24 K | $5.72 M | -13.93% | 0.26% |
| AMERICANA PARTNERS, LLC | 08/05/2026 | 108.75 K | $5.70 M | 14.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 104.77 K | $5.49 M | -4.13% | 0.25% |
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WisdomTree International Hedged Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 342 institutional investors and hedge funds held shares of WisdomTree International Hedged Quality Dividend Growth Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.36 M
LPL Financial LLC: 3.18 M
BANK OF AMERICA CORP /DE/: 2.29 M
Ameritas Advisory Services, LLC: 1.4 M
RAYMOND JAMES FINANCIAL INC: 1.24 M
Falcon Wealth Planning: 998,941
73.97% of WisdomTree International Hedged Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 37.19 M shares in the last 24 months. This purchase volume represents approximately $1.83 B in transactions.