WisdomTree China ex-State-Owned Enterprises Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 02/17/2026 | 122.45 K | $4.91 M | 100.00% | 1.05% |
| ROYAL BANK OF CANADA | 02/17/2026 | 82.56 K | $3.31 M | 27.12% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 81.39 K | $3.26 M | 21.74% | 0.69% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 51.58 K | $2.07 M | 100.00% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 49.57 K | $1.99 M | 2.78% | 0.42% |
| SOL CAPITAL MANAGEMENT CO | 01/30/2026 | 41.67 K | $1.67 M | 1.86% | 0.36% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 35.45 K | $1.42 M | 9.57% | 0.30% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 02/10/2026 | 35.39 K | $1.42 M | 0.00% | 0.30% |
| UBS GROUP AG | 01/29/2026 | 34.98 K | $1.40 M | -42.16% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 29.83 K | $1.20 M | 100.00% | 0.26% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 28.42 K | $1.14 M | 0.00% | 0.25% |
| JANE STREET GROUP, LLC | 02/12/2026 | 20.53 K | $823.30 K | 100.00% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 19.31 K | $774.70 K | 9.76% | 0.17% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 14.25 K | $571.53 K | -10.33% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 12.63 K | $506.67 K | -3.00% | 0.11% |
| Y.D. MORE INVESTMENTS LTD | 01/21/2026 | 7.00 K | $280.77 K | 0.00% | 0.06% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 6.88 K | $276.08 K | -1.57% | 0.06% |
| 02/13/2026 | 6.30 K | $252.67 K | 100.00% | 0.05% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.87 K | $115.18 K | 168.07% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 1.82 K | $72.96 K | 0.00% | 0.02% |
| 02/12/2026 | 1.51 K | $60.49 K | 100.00% | 0.01% | |
| WHITTIER TRUST CO OF NEVADA INC | 01/26/2026 | 980 | $41.15 K | 0.00% | 0.01% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 940 | $37.70 K | -63.76% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 826 | $33.13 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 700 | $28.08 K | -16.07% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 656 | $26.31 K | -95.95% | 0.01% |
| FMR LLC | 02/17/2026 | 634 | $25.43 K | 0.79% | 0.01% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 536 | $21.50 K | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 225 | $9.03 K | 100.00% | 0.00% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 155 | $6.22 K | 181.82% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 50 | $2.01 K | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 32 | $1.00 K | 3.23% | 0.00% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 1 | $29 | 0.00% | 0.00% |
| WEISS ASSET MANAGEMENT LP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
| BEAUMONT CAPITAL MANAGEMENT, LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree China ex-State-Owned Enterprises Fund institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of WisdomTree China ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 122,448
ROYAL BANK OF CANADA: 82,562
MORGAN STANLEY: 81,393
OLD MISSION CAPITAL LLC: 51,575
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 49,567
SOL Capital Management CO: 41,672
5.91% of WisdomTree China ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.28 M shares in the last 24 months. This purchase volume represents approximately $50.82 M in transactions.