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 | 08/13/2026 | 2.95 M | $145.25 M | -1.08% | 6.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.78 M | $87.44 M | -4.00% | 3.76% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.61 M | $79.39 M | 33.40% | 3.41% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 1.51 M | $74.34 M | -7.88% | 3.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 1.41 M | $69.29 M | 0.00% | 2.98% |
| UBS GROUP AG | 08/13/2026 | 1.39 M | $68.55 M | -2.72% | 2.95% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.05 M | $51.55 M | -16.70% | 2.22% |
| ESL TRUST SERVICES, LLC | 08/13/2026 | 958.86 K | $47.16 M | 0.01% | 2.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 652.21 K | $32.08 M | -3.58% | 1.38% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 652.21 K | $32.08 M | 100.00% | 1.38% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 592.60 K | $29.14 M | 37.44% | 1.25% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 586.91 K | $28.86 M | -2.09% | 1.24% |
| WARREN STREET WEALTH ADVISORS, LLC | 07/23/2026 | 537.43 K | $26.43 M | -1.02% | 1.14% |
| PALLAS CAPITAL ADVISORS LLC | 08/07/2026 | 525.40 K | $25.84 M | 6.64% | 1.11% |
| MICHAEL S. RYAN, INC. | 07/01/2026 | 511.20 K | $25.14 M | 0.60% | 1.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 480.22 K | $23.62 M | 213.56% | 1.01% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 418.67 K | $20.59 M | -27.47% | 0.88% |
| HOWARD FINANCIAL SERVICES, LTD. | 07/07/2026 | 372.72 K | $18.33 M | 10.65% | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 313.86 K | $15.44 M | -26.46% | 0.66% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 294.86 K | $14.50 M | -7.71% | 0.62% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 283.85 K | $13.96 M | -0.48% | 0.60% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 265.02 K | $13.03 M | -19.64% | 0.56% |
| WEALTH MANAGEMENT RESOURCES, INC. | 07/22/2026 | 257.46 K | $12.66 M | -18.64% | 0.54% |
| INVENIO WEALTH PARTNERS LLC | 07/30/2026 | 249.48 K | $12.27 M | -0.02% | 0.53% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 08/07/2026 | 243.71 K | $11.99 M | -0.63% | 0.52% |
| MGO ONE SEVEN LLC | 07/31/2026 | 241.52 K | $11.88 M | 12.69% | 0.51% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 233.88 K | $11.50 M | 2.27% | 0.49% |
| GOLDSTEIN ADVISORS, LLC | 07/20/2026 | 226.33 K | $11.13 M | -1.74% | 0.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 224.46 K | $11.04 M | -2.05% | 0.47% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 08/06/2026 | 221.96 K | $10.92 M | -9.57% | 0.47% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 220.76 K | $10.86 M | 6.93% | 0.47% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 08/13/2026 | 194.79 K | $9.58 M | -68.54% | 0.41% |
| WESCAP MANAGEMENT GROUP, INC. | 08/11/2026 | 183.57 K | $9.03 M | -1.57% | 0.39% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 07/28/2026 | 178.09 K | $8.76 M | -13.21% | 0.38% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 176.34 K | $8.67 M | 3.75% | 0.37% |
| EVERGREEN PRIVATE WEALTH LLC | 07/23/2026 | 164.76 K | $8.10 M | -2.36% | 0.35% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 162.84 K | $8.01 M | 1.27% | 0.34% |
| COLONY GROUP, LLC | 08/12/2026 | 157.26 K | $7.73 M | -3.55% | 0.33% |
| JANE STREET GROUP, LLC | 08/14/2026 | 141.54 K | $6.96 M | 100.00% | 0.30% |
| ENCOMPASS MORE ASSET MANAGEMENT | 07/14/2026 | 139.50 K | $6.86 M | 5.42% | 0.29% |
| ADDISON CAPITAL CO | 08/04/2026 | 136.85 K | $6.73 M | 3.76% | 0.29% |
| BETTERMENT LLC | 08/14/2026 | 134.57 K | $6.62 M | -23.93% | 0.28% |
| IFP ADVISORS, INC | 07/20/2026 | 127.20 K | $6.26 M | -1.63% | 0.27% |
| SENTINEL WEALTH MANAGEMENT, INC. | 08/10/2026 | 120.55 K | $5.93 M | 1.59% | 0.25% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 114.91 K | $5.65 M | -0.25% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 110.26 K | $5.42 M | -2.86% | 0.23% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 110.11 K | $5.42 M | -32.08% | 0.23% |
| JPMORGAN CHASE & CO | 08/12/2026 | 108.94 K | $5.27 M | 28.41% | 0.23% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 08/05/2026 | 104.76 K | $5.15 M | -60.20% | 0.22% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 08/14/2026 | 102.23 K | $5.03 M | 6.80% | 0.22% |
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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund institutional Ownership - FAQ's
During the previous two years, 328 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.95 M
BANK OF AMERICA CORP /DE/: 1.78 M
LPL Financial LLC: 1.61 M
Valmark Advisers, Inc.: 1.51 M
STATE OF WISCONSIN INVESTMENT BOARD: 1.41 M
UBS Group AG: 1.39 M
57.66% of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.51 M shares in the last 24 months. This purchase volume represents approximately $1.43 B in transactions.