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 | 05/06/2026 | 3.77 M | $181.74 M | -11.07% | 8.90% |
| MORGAN STANLEY | 05/15/2026 | 3.42 M | $164.66 M | 0.52% | 8.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.34 M | $112.82 M | -10.43% | 5.52% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.73 M | $83.49 M | 3.48% | 4.09% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 973.02 K | $46.85 M | -13.51% | 2.29% |
| FALCON WEALTH PLANNING | 04/21/2026 | 938.29 K | $45.18 M | 9.04% | 2.21% |
| CREATIVE PLANNING | 05/12/2026 | 922.12 K | $44.40 M | -5.23% | 2.17% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 869.27 K | $41.86 M | 34.83% | 2.05% |
| UBS GROUP AG | 05/05/2026 | 805.92 K | $38.80 M | -5.24% | 1.90% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 775.12 K | $37.32 M | -5.20% | 1.83% |
| TRILOGY CAPITAL INC. | 04/22/2026 | 772.98 K | $37.22 M | 25.77% | 1.82% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 764.06 K | $36.79 M | 2.72% | 1.80% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 645.85 K | $31.12 M | -1.66% | 1.52% |
| EAGLE STRATEGIES LLC | 04/20/2026 | 586.87 K | $28.26 M | -0.12% | 1.38% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 490.14 K | $23.60 M | -11.14% | 1.16% |
| CAPITAL WEALTH MANAGEMENT, LLC | 04/17/2026 | 442.41 K | $21.30 M | 17.82% | 1.04% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 04/27/2026 | 423.44 K | $20.40 M | -13.37% | 1.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 405.55 K | $19.53 M | 5,646.78% | 0.96% |
| SUMMIT ASSET MANAGEMENT, LLC | 05/08/2026 | 384.95 K | $18.54 M | 0.44% | 0.91% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 382.04 K | $18.40 M | -0.02% | 0.90% |
| MARIETTA WEALTH MANAGEMENT, LLC | 04/21/2026 | 375.75 K | $18.09 M | 0.93% | 0.89% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 375.27 K | $18.07 M | -20.66% | 0.88% |
| WEALTH MANAGEMENT RESOURCES, INC. | 04/28/2026 | 316.24 K | $15.23 M | 0.24% | 0.75% |
| 05/05/2026 | 310.81 K | $14.97 M | 1.77% | 0.73% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 308.97 K | $14.88 M | -19.69% | 0.73% |
| PREPARED RETIREMENT INSTITUTE LLC | 05/15/2026 | 268.67 K | $12.94 M | -1.02% | 0.63% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 255.40 K | $12.30 M | 6.54% | 0.60% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 251.86 K | $12.13 M | -2.20% | 0.59% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 247.28 K | $11.91 M | -0.38% | 0.58% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 239.97 K | $11.55 M | 0.40% | 0.57% |
| TRINITY WEALTH MANAGEMENT, LLC | 04/17/2026 | 239.55 K | $11.53 M | -18.76% | 0.56% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 229.25 K | $11.43 M | 35.94% | 0.54% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 05/15/2026 | 225.41 K | $10.85 M | 2.16% | 0.53% |
| MARINER, LLC | 05/13/2026 | 219.39 K | $10.56 M | 0.34% | 0.52% |
| JANE STREET GROUP, LLC | 05/12/2026 | 208.93 K | $10.06 M | 104.92% | 0.49% |
| MELONE PRIVATE WEALTH, LLC | 04/08/2026 | 204.96 K | $9.87 M | -0.99% | 0.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 204.68 K | $9.86 M | 4.03% | 0.48% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 203.54 K | $9.99 M | 1.58% | 0.48% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 194.19 K | $9.35 M | 66.54% | 0.46% |
| NFP RETIREMENT, INC. | 05/13/2026 | 191.08 K | $9.20 M | 9.39% | 0.45% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 181.06 K | $8.72 M | -2.42% | 0.43% |
| 04/21/2026 | 178.54 K | $8.60 M | 3.73% | 0.42% | |
| BERKELEY, INC | 04/24/2026 | 177.85 K | $8.56 M | -6.11% | 0.42% |
| LIDO ADVISORS, LLC | 05/13/2026 | 176.84 K | $8.51 M | 81.73% | 0.42% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 174.78 K | $8.42 M | 5.49% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 163.01 K | $7.85 M | -37.09% | 0.38% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 162.35 K | $7.95 M | 3,486.99% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 142.96 K | $6.88 M | 25.79% | 0.34% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 140.03 K | $6.74 M | 5.97% | 0.33% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 128.36 K | $6.18 M | 9.94% | 0.30% |
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WisdomTree International Hedged Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 327 institutional investors and hedge funds held shares of WisdomTree International Hedged Quality Dividend Growth Fund. The most heavily invested institutionals were:
LPL Financial LLC: 3.77 M
MORGAN STANLEY: 3.42 M
BANK OF AMERICA CORP /DE/: 2.34 M
RAYMOND JAMES FINANCIAL INC: 1.73 M
Ameritas Advisory Services, LLC: 973,021
Falcon Wealth Planning: 938,291
77.64% of WisdomTree International Hedged Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.59 M shares in the last 24 months. This purchase volume represents approximately $1.90 B in transactions.