WisdomTree International Hedged Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 4.24 M | $206.54 M | -6.32% | 9.35% |
| MORGAN STANLEY | 02/13/2026 | 3.40 M | $165.54 M | -1.91% | 7.43% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.62 M | $127.30 M | -2.51% | 5.71% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.68 M | $81.53 M | 6.51% | 3.68% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 1.13 M | $54.74 M | 101,714.30% | 2.47% |
| CREATIVE PLANNING | 02/17/2026 | 973.06 K | $47.35 M | -3.16% | 2.13% |
| FALCON WEALTH PLANNING | 02/03/2026 | 860.52 K | $41.87 M | 4.35% | 1.89% |
| UBS GROUP AG | 01/29/2026 | 850.45 K | $41.38 M | -11.66% | 1.86% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 817.65 K | $39.79 M | -3.18% | 1.80% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 743.86 K | $36.20 M | -3.30% | 1.62% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 656.73 K | $31.96 M | -2.75% | 1.44% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 644.70 K | $31.37 M | 61.91% | 1.41% |
| TRILOGY CAPITAL INC. | 01/22/2026 | 614.57 K | $29.91 M | -1.41% | 1.35% |
| EAGLE STRATEGIES LLC | 01/23/2026 | 587.58 K | $28.59 M | 2.11% | 1.29% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 551.61 K | $26.84 M | -6.92% | 1.21% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 01/21/2026 | 488.77 K | $23.79 M | -0.63% | 1.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 472.97 K | $23.02 M | -6.06% | 1.03% |
| SUMMIT ASSET MANAGEMENT, LLC | 02/09/2026 | 383.25 K | $18.65 M | 0.93% | 0.84% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 382.10 K | $18.59 M | -1.99% | 0.84% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 384.73 K | $18.72 M | -6.84% | 0.84% |
| CAPITAL WEALTH MANAGEMENT, LLC | 02/02/2026 | 375.48 K | $18.27 M | 25.42% | 0.82% |
| MARIETTA WEALTH MANAGEMENT, LLC | 01/28/2026 | 372.29 K | $18.12 M | 1.11% | 0.82% |
| CHOICE WEALTH ADVISORS, LLC | 01/08/2026 | 358.14 K | $17.43 M | 0.11% | 0.78% |
| WEALTH MANAGEMENT RESOURCES, INC. | 01/30/2026 | 315.47 K | $15.35 M | -16.64% | 0.69% |
| 02/11/2026 | 305.41 K | $14.86 M | 100.00% | 0.67% | |
| TRINITY WEALTH MANAGEMENT, LLC | 01/15/2026 | 294.88 K | $14.35 M | 1.11% | 0.65% |
| PREPARED RETIREMENT INSTITUTE LLC | 01/29/2026 | 271.44 K | $13.21 M | 0.21% | 0.59% |
| ROYAL BANK OF CANADA | 02/17/2026 | 259.11 K | $12.61 M | -37.49% | 0.57% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 257.53 K | $12.53 M | -17.84% | 0.56% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 248.23 K | $12.08 M | -0.56% | 0.54% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 239.01 K | $11.63 M | -2.66% | 0.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 239.72 K | $11.67 M | -3.47% | 0.52% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 02/12/2026 | 220.64 K | $10.74 M | 0.69% | 0.49% |
| MARINER, LLC | 02/13/2026 | 218.65 K | $10.64 M | -5.11% | 0.48% |
| MELONE PRIVATE WEALTH, LLC | 01/07/2026 | 207.00 K | $10.07 M | -40.01% | 0.45% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 200.38 K | $9.75 M | 2.46% | 0.44% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 196.75 K | $9.57 M | 0.62% | 0.43% |
| BERKELEY, INC | 01/26/2026 | 189.42 K | $9.22 M | -49.08% | 0.42% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 185.55 K | $9.03 M | 12.57% | 0.41% |
| NFP RETIREMENT, INC. | 02/18/2026 | 174.68 K | $8.50 M | 0.41% | 0.38% |
| 01/26/2026 | 172.12 K | $8.38 M | 100.00% | 0.38% | |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 168.64 K | $8.21 M | -1.04% | 0.37% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 165.68 K | $8.06 M | 0.90% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 155.35 K | $7.56 M | -3.54% | 0.34% |
| 02/12/2026 | 153.54 K | $7.47 M | 100.00% | 0.34% | |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 141.46 K | $6.88 M | -22.17% | 0.31% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 132.13 K | $6.43 M | 12.21% | 0.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 130.00 K | $6.49 M | 6.11% | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 122.91 K | $5.98 M | 7.21% | 0.27% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 120.91 K | $5.88 M | 5.89% | 0.27% |
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WisdomTree International Hedged Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 330 institutional investors and hedge funds held shares of WisdomTree International Hedged Quality Dividend Growth Fund. The most heavily invested institutionals were:
Falcon Wealth Planning: 938,291
UBS Group AG: 805,917
Trilogy Capital Inc.: 772,976
ENVESTNET ASSET MANAGEMENT INC: 764,055
Eagle Strategies LLC: 586,867
CAPITAL WEALTH MANAGEMENT, LLC: 442,405
73.52% of WisdomTree International Hedged Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 39.00 M shares in the last 24 months. This purchase volume represents approximately $1.92 B in transactions.