WisdomTree Emerging Markets Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | 02/10/2026 | 1.20 M | $37.45 M | 3.68% | 33.77% |
| LPL FINANCIAL LLC | 02/11/2026 | 653.94 K | $20.47 M | 9.40% | 18.46% |
| SIMPLIFI, INC. | 01/23/2026 | 338.31 K | $10.59 M | 68.94% | 8.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 141.79 K | $4.44 M | -0.75% | 4.00% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 125.69 K | $3.94 M | 1.87% | 3.40% |
| ROYAL BANK OF CANADA | 02/17/2026 | 116.94 K | $3.66 M | -13.49% | 3.30% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | 01/08/2026 | 82.46 K | $2.58 M | 0.58% | 1.98% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 62.94 K | $1.96 M | -6.93% | 1.77% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 46.37 K | $1.45 M | -3.89% | 1.25% |
| LIDO ADVISORS, LLC | 02/10/2026 | 44.11 K | $1.38 M | 1.32% | 1.25% |
| HOBBS GROUP ADVISORS, LLC | 01/28/2026 | 51.70 K | $1.62 M | -3.33% | 1.24% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 01/15/2026 | 41.61 K | $1.30 M | -2.21% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 27.55 K | $862.43 K | -1.76% | 0.78% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 24.85 K | $778.00 K | -1.80% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 22.25 K | $696.51 K | -6.72% | 0.63% |
| CAPITAL ADVISORS, LTD. LLC | 01/21/2026 | 21.52 K | $674.00 K | 0.04% | 0.52% |
| KMG FIDUCIARY PARTNERS, LLC | 01/14/2026 | 21.31 K | $667.24 K | 0.29% | 0.51% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 01/22/2026 | 18.97 K | $544.18 K | 0.00% | 0.46% |
| GREAT WATERS WEALTH MANAGEMENT | 01/15/2026 | 17.77 K | $556.20 K | 0.74% | 0.43% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 13.91 K | $435.38 K | -32.82% | 0.39% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 15.94 K | $499.00 K | -0.46% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.00 K | $375.89 K | 2.12% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 11.69 K | $366.03 K | -9.91% | 0.33% |
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 12.65 K | $396.07 K | 1.20% | 0.30% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 12.12 K | $379.30 K | 16.57% | 0.29% |
| 02/25/2026 | 10.96 K | $343.21 K | 100.00% | 0.26% | |
| MARINER, LLC | 02/13/2026 | 7.96 K | $249.15 K | 100.00% | 0.22% |
| CAPITAL MANAGEMENT CORP /VA | 02/02/2026 | 9.01 K | $281.97 K | 0.00% | 0.22% |
| IFP ADVISORS, INC | 02/06/2026 | 7.21 K | $225.70 K | 1.14% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 7.09 K | $222.10 K | -94.49% | 0.20% |
| FRAZIER FINANCIAL ADVISORS, LLC | 02/09/2026 | 6.08 K | $190.48 K | 0.00% | 0.17% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 7.14 K | $223.51 K | -0.39% | 0.17% |
| CLARK ASSET MANAGEMENT, LLC | 01/27/2026 | 7.11 K | $222.64 K | 0.00% | 0.17% |
| OPPENHEIMER & CO INC | 02/02/2026 | 7.00 K | $219.16 K | 0.00% | 0.17% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 4.37 K | $136.67 K | 61.79% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.15 K | $98.62 K | 0.00% | 0.09% |
| CENTRAL TRUST CO | 02/02/2026 | 3.00 K | $93.93 K | 0.00% | 0.07% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 01/20/2026 | 2.46 K | $77.02 K | 0.00% | 0.06% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 1.89 K | $59.08 K | -26.52% | 0.05% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 1.70 K | $53.23 K | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.36 K | $42.67 K | 100.00% | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1.00 K | $31.31 K | 0.00% | 0.03% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 823 | $25.77 K | 0.00% | 0.02% |
| NBC SECURITIES, INC. | 01/29/2026 | 380 | $11.90 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 350 | $10.97 K | 0.00% | 0.01% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 159 | $4.99 K | 0.00% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 02/13/2026 | 151 | $4.73 K | 0.00% | 0.00% |
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC | 02/18/2026 | 150 | $4.68 K | 0.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 65 | $2.03 K | 100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 30 | $939 | 0.00% | 0.00% |
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WisdomTree Emerging Markets Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of WisdomTree Emerging Markets Quality Dividend Growth Fund. The most heavily invested institutionals were:
One Capital Management, LLC: 1.2 M
LPL Financial LLC: 653,944
SimpliFi, Inc.: 338,309
Cetera Investment Advisers: 141,788
HighTower Advisors, LLC: 125,694
ROYAL BANK OF CANADA: 116,942
77.59% of WisdomTree Emerging Markets Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.07 M shares in the last 24 months. This purchase volume represents approximately $149.42 M in transactions.