WisdomTree Japan SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 02/17/2026 | 386.43 K | $37.23 M | 1.46% | 11.90% |
| MORGAN STANLEY | 02/13/2026 | 241.73 K | $23.29 M | 1.95% | 7.42% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 209.90 K | $20.22 M | -0.39% | 6.46% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 126.10 K | $12.15 M | 3.40% | 3.87% |
| MOTLEY FOOL WEALTH MANAGEMENT, LLC | 02/11/2026 | 122.25 K | $11.78 M | -16.12% | 3.76% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 91.20 K | $8.79 M | -0.15% | 2.65% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 82.44 K | $7.94 M | 2.26% | 2.54% |
| BARRY INVESTMENT ADVISORS, LLC | 02/09/2026 | 85.12 K | $8.20 M | -1.18% | 2.47% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 02/12/2026 | 58.47 K | $5.63 M | 0.00% | 1.80% |
| SCHOOLCRAFT CAPITAL LLC | 02/12/2026 | 58.45 K | $5.63 M | -1.45% | 1.80% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 52.33 K | $5.04 M | 2.56% | 1.61% |
| LPL FINANCIAL LLC | 02/11/2026 | 50.89 K | $4.90 M | -1.34% | 1.57% |
| UBS GROUP AG | 01/29/2026 | 33.85 K | $3.26 M | -0.87% | 1.04% |
| NKCFO LLC | 02/02/2026 | 20.78 K | $2.00 M | 0.00% | 0.65% |
| CITADEL ADVISORS LLC | 02/17/2026 | 18.82 K | $1.81 M | 100.00% | 0.58% |
| CSS LLC/IL | 02/17/2026 | 16.15 K | $1.56 M | 3.79% | 0.50% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 15.24 K | $1.47 M | 0.00% | 0.47% |
| GOTHAM ASSET MANAGEMENT, LLC | 02/17/2026 | 12.61 K | $1.21 M | 0.00% | 0.39% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 8.99 K | $865.82 K | 0.04% | 0.28% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 8.48 K | $817.35 K | 47.86% | 0.27% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 02/13/2026 | 7.71 K | $742.98 K | 0.00% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 6.28 K | $605.40 K | -17.86% | 0.19% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 5.33 K | $513.79 K | 126.55% | 0.16% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 5.05 K | $486.81 K | -16.62% | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 4.98 K | $479.48 K | -9.48% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 4.89 K | $471.05 K | 26.63% | 0.15% |
| ROBERTS GLORE & CO INC /IL/ | 02/05/2026 | 5.12 K | $493.26 K | -2.35% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 4.70 K | $453.12 K | -9.59% | 0.14% |
| 3EDGE ASSET MANAGEMENT, LP | 02/06/2026 | 4.67 K | $450.00 K | 2.89% | 0.14% |
| CORNERSTONE CAPITAL, INC. | 02/12/2026 | 4.36 K | $420.24 K | 0.00% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.94 K | $379.00 K | 16.07% | 0.12% |
| CORE WEALTH PARTNERS LLC | 02/17/2026 | 3.50 K | $337.19 K | 0.00% | 0.11% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 3.36 K | $324.59 K | 16.00% | 0.10% |
| MEITAV INVESTMENT HOUSE LTD | 02/10/2026 | 3.17 K | $305.40 K | 0.00% | 0.10% |
| E&G ADVISORS, LP | 01/23/2026 | 2.86 K | $275.24 K | -2.79% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 2.69 K | $258.91 K | 0.52% | 0.08% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 2.46 K | $236.71 K | 10.63% | 0.08% |
| BROWN ADVISORY INC | 02/13/2026 | 2.43 K | $233.84 K | 8.79% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.02 K | $194.13 K | 0.00% | 0.06% |
| HM PAYSON & CO | 02/12/2026 | 1.00 K | $96.34 K | 0.00% | 0.03% |
| SMITHFIELD TRUST CO | 02/09/2026 | 925 | $89.00 K | 0.00% | 0.03% |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 01/20/2026 | 620 | $60.00 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 632 | $60.88 K | -8.14% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 543 | $52.31 K | 171.50% | 0.02% |
| BESSEMER GROUP INC | 02/05/2026 | 412 | $40.00 K | 0.00% | 0.01% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 313 | $30.15 K | -28.54% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 265 | $25.53 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 250 | $24.08 K | -10.71% | 0.01% |
| CWM, LLC | 01/26/2026 | 220 | $21.00 K | 3.77% | 0.01% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 213 | $20.52 K | 0.00% | 0.01% |
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WisdomTree Japan SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of WisdomTree Japan SmallCap Dividend Fund. The most heavily invested institutionals were:
FMR LLC: 386,433
MORGAN STANLEY: 241,728
RAYMOND JAMES FINANCIAL INC: 209,895
WELLS FARGO & COMPANY/MN: 126,103
Motley Fool Wealth Management, LLC: 122,246
HighTower Advisors, LLC: 91,199
54.84% of WisdomTree Japan SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.48 M shares in the last 24 months. This purchase volume represents approximately $279.74 M in transactions.