WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 2.99 M | $119.73 M | 4.01% | 6.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.85 M | $74.27 M | -7.56% | 3.92% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 1.64 M | $65.80 M | -3.78% | 3.47% |
| UBS GROUP AG | 05/05/2026 | 1.43 M | $57.46 M | 4.71% | 3.03% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 1.41 M | $56.50 M | 0.00% | 2.98% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 1.26 M | $50.46 M | 1.61% | 2.66% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.21 M | $48.53 M | -11.12% | 2.56% |
| ESL TRUST SERVICES, LLC | 05/07/2026 | 958.79 K | $38.45 M | 0.14% | 2.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 676.44 K | $27.13 M | -3.03% | 1.43% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 05/01/2026 | 619.08 K | $24.82 M | 1.79% | 1.31% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 599.44 K | $24.04 M | -21.40% | 1.27% |
| MEITAV INVESTMENT HOUSE LTD | 04/29/2026 | 577.26 K | $23.15 M | -0.02% | 1.22% |
| WARREN STREET WEALTH ADVISORS, LLC | 04/16/2026 | 542.96 K | $21.77 M | -3.84% | 1.15% |
| MICHAEL S. RYAN, INC. | 04/17/2026 | 508.16 K | $20.38 M | 8.14% | 1.08% |
| PALLAS CAPITAL ADVISORS LLC | 04/21/2026 | 492.67 K | $19.76 M | -8.57% | 1.04% |
| HIGHPOINT ADVISOR GROUP LLC | 05/14/2026 | 431.17 K | $17.29 M | -17.16% | 0.91% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 426.80 K | $17.12 M | -18.37% | 0.90% |
| HOWARD FINANCIAL SERVICES, LTD. | 04/07/2026 | 336.83 K | $13.51 M | 9.87% | 0.71% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 329.78 K | $13.22 M | -8.72% | 0.70% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 319.50 K | $12.81 M | -12.85% | 0.68% |
| WEALTH MANAGEMENT RESOURCES, INC. | 04/28/2026 | 316.46 K | $12.69 M | -0.10% | 0.67% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 285.22 K | $11.44 M | 10.60% | 0.60% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 05/06/2026 | 263.25 K | $10.56 M | 0.00% | 0.56% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 229.15 K | $9.19 M | -0.31% | 0.56% |
| CWM, LLC | 05/14/2026 | 256.85 K | $10.30 M | -1.46% | 0.54% |
| INVENIO WEALTH PARTNERS LLC | 04/14/2026 | 249.54 K | $10.01 M | 22.39% | 0.53% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 05/06/2026 | 245.44 K | $9.84 M | -1.48% | 0.52% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 05/06/2026 | 245.25 K | $9.83 M | -2.23% | 0.52% |
| GOLDSTEIN ADVISORS, LLC | 04/28/2026 | 230.34 K | $9.24 M | 1.00% | 0.49% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 228.68 K | $9.17 M | 0.12% | 0.48% |
| MGO ONE SEVEN LLC | 05/14/2026 | 214.32 K | $8.59 M | -0.08% | 0.45% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 206.46 K | $8.28 M | 3.73% | 0.44% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 04/27/2026 | 205.18 K | $8.23 M | -14.82% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 202.51 K | $8.12 M | 9.31% | 0.43% |
| WESCAP MANAGEMENT GROUP, INC. | 05/12/2026 | 186.50 K | $7.48 M | 4.27% | 0.39% |
| BETTERMENT LLC | 05/14/2026 | 176.92 K | $7.09 M | -5.69% | 0.37% |
| 05/14/2026 | 169.96 K | $6.82 M | 7.32% | 0.36% | |
| EVERGREEN PRIVATE WEALTH LLC | 04/29/2026 | 168.74 K | $6.77 M | -0.68% | 0.36% |
| COLONY GROUP, LLC | 05/15/2026 | 163.05 K | $6.54 M | -7.34% | 0.35% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 162.11 K | $6.50 M | -1.28% | 0.34% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 160.80 K | $6.45 M | 0.17% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 153.15 K | $6.14 M | -57.64% | 0.32% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 136.85 K | $5.49 M | -6.48% | 0.29% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 132.32 K | $5.31 M | 114.69% | 0.28% |
| ADDISON CAPITAL CO | 04/29/2026 | 131.89 K | $5.29 M | 12.42% | 0.28% |
| IFP ADVISORS, INC | 04/13/2026 | 129.31 K | $5.19 M | 19.22% | 0.27% |
| EVERMAY WEALTH MANAGEMENT LLC | 05/12/2026 | 128.07 K | $5.14 M | -4.39% | 0.27% |
| MARINER, LLC | 05/13/2026 | 121.18 K | $4.86 M | -3.13% | 0.26% |
| SENTINEL WEALTH MANAGEMENT, INC. | 05/04/2026 | 118.66 K | $4.76 M | 2.58% | 0.25% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 115.20 K | $4.62 M | -1.69% | 0.24% |
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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund institutional Ownership - FAQ's
During the previous two years, 322 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
Valmark Advisers, Inc.: 1.51 M
HighPoint Advisor Group LLC: 592,603
Warren Street Wealth Advisors, LLC: 537,433
Michael S. Ryan, Inc.: 511,198
MEITAV INVESTMENT HOUSE LTD: 418,672
HOWARD FINANCIAL SERVICES, LTD.: 372,715
59.27% of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.72 M shares in the last 24 months. This purchase volume represents approximately $1.48 B in transactions.