WisdomTree International AI Enhanced Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 73.65 K | $3.83 M | 5.27% | 7.01% |
| LPL FINANCIAL LLC | 02/11/2026 | 43.05 K | $2.24 M | -15.55% | 4.09% |
| BIP WEALTH, LLC | 01/21/2026 | 38.02 K | $1.98 M | -8.30% | 3.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.15 K | $891.33 K | 35.69% | 1.63% |
| TRUVESTMENTS CAPITAL LLC | 02/13/2026 | 14.61 K | $759.56 K | 1.88% | 1.39% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 13.63 K | $708.61 K | -0.37% | 1.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 11.20 K | $582.00 K | 0.00% | 1.04% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 9.39 K | $488.39 K | 100.00% | 0.89% |
| XML FINANCIAL, LLC | 02/11/2026 | 9.29 K | $482.89 K | -1.30% | 0.88% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 5.96 K | $309.83 M | 100.00% | 0.57% |
| CREATIVE PLANNING | 02/17/2026 | 5.21 K | $270.89 K | 0.00% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 4.89 K | $254.44 K | 0.43% | 0.47% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 4.46 K | $233.09 K | 1.06% | 0.43% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 4.00 K | $207.89 K | -2.44% | 0.38% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 3.26 K | $169.60 K | 0.77% | 0.31% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 2.63 K | $136.57 K | -1.83% | 0.25% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 2.60 K | $134.37 K | 0.00% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.59 K | $134.66 K | 100.00% | 0.25% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.66 K | $86.24 K | 0.00% | 0.16% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 1.21 K | $62.90 K | 0.00% | 0.12% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 991 | $51.52 K | -55.04% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 833 | $43.31 K | 43.13% | 0.08% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 815 | $42.37 K | 100.00% | 0.08% |
| AMERIFLEX GROUP, INC. | 02/18/2026 | 788 | $40.94 K | 100.00% | 0.08% |
| BLACKROCK, INC. | 02/12/2026 | 663 | $34.47 K | 100.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 574 | $29.81 K | 1.77% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 400 | $20.79 K | 0.00% | 0.04% |
| US BANCORP \DE\ | 01/30/2026 | 131 | $6.81 K | 0.00% | 0.01% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 70 | $3.64 K | 100.00% | 0.01% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 70 | $3.64 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 47 | $2.49 K | 0.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 11 | $572 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2 | $85 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree International AI Enhanced Value Fund institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of WisdomTree International AI Enhanced Value Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 73,648
LPL Financial LLC: 43,046
BIP Wealth, LLC: 38,016
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 17,146
Truvestments Capital LLC: 14,611
JONES FINANCIAL COMPANIES LLLP: 13,631
26.07% of WisdomTree International AI Enhanced Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 292.78 K shares in the last 24 months. This purchase volume represents approximately $17.05 M in transactions.