WisdomTree International MidCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 88.66 K | $7.14 M | -12.96% | 4.64% |
| MORGAN STANLEY | 02/13/2026 | 32.59 K | $2.63 M | -0.83% | 1.73% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 32.33 K | $2.61 M | 143.60% | 1.72% |
| GHP INVESTMENT ADVISORS, INC. | 01/27/2026 | 31.92 K | $2.57 M | -0.29% | 1.67% |
| SMITH, MOORE & CO. | 01/23/2026 | 31.71 K | $2.55 M | -0.14% | 1.66% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 28.45 K | $2.29 M | 30.29% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 25.33 K | $2.04 M | 0.08% | 1.34% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 23.13 K | $1.86 M | 5.73% | 1.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 23.31 K | $1.88 M | 18.24% | 1.24% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 18.93 K | $1.53 M | 3.80% | 1.00% |
| UBS GROUP AG | 01/29/2026 | 16.77 K | $1.35 M | 0.38% | 0.89% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 16.53 K | $1.33 M | 0.18% | 0.88% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 12.95 K | $1.04 M | 4.08% | 0.68% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 11.21 K | $903.22 K | 100.00% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 9.64 K | $776.23 K | -5.99% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 8.25 K | $664.00 K | -1.17% | 0.44% |
| TRUE LINK FINANCIAL ADVISORS, LLC | 01/29/2026 | 7.85 K | $631.98 K | 0.00% | 0.41% |
| LPL FINANCIAL LLC | 02/11/2026 | 5.43 K | $437.55 K | 17.38% | 0.29% |
| INVESCO LTD. | 02/19/2026 | 5.37 K | $432.44 K | -8.07% | 0.28% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 5.06 K | $407.69 K | 100.00% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 4.90 K | $394.82 K | -23.12% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 4.12 K | $331.58 K | -11.94% | 0.22% |
| CAHILL FINANCIAL ADVISORS INC | 02/18/2026 | 4.00 K | $322.56 K | 0.23% | 0.21% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 02/06/2026 | 3.83 K | $308.53 K | 0.52% | 0.21% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 3.63 K | $292.45 K | 0.22% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.58 K | $288.32 K | -70.35% | 0.19% |
| CASCADE FINANCIAL PARTNERS, LLC | 02/06/2026 | 3.65 K | $294.04 K | 0.00% | 0.19% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 3.46 K | $278.94 K | 0.09% | 0.18% |
| ELM3 FINANCIAL GROUP, LLC | 01/22/2026 | 3.45 K | $277.52 K | 10.99% | 0.18% |
| WEALTHCARE CAPITAL PARTNERS, LLC | 01/14/2026 | 2.71 K | $218.14 K | 0.52% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 2.50 K | $201.70 K | 100.00% | 0.13% |
| 02/12/2026 | 2.49 K | $200.41 K | 100.00% | 0.13% | |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.72 K | $138.56 K | 0.00% | 0.09% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.59 K | $127.68 K | 4.97% | 0.08% |
| WASHINGTON TRUST ADVISORS, INC. | 02/03/2026 | 1.31 K | $105.69 K | 0.00% | 0.07% |
| ASSET DEDICATION, LLC | 01/26/2026 | 1.21 K | $97.48 K | 0.00% | 0.06% |
| IFP ADVISORS, INC | 02/06/2026 | 1.14 K | $91.43 K | 0.53% | 0.06% |
| SOA WEALTH ADVISORS, LLC. | 01/20/2026 | 594 | $47.86 K | 0.51% | 0.03% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 579 | $46.67 K | 0.52% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 165 | $13.26 K | 0.00% | 0.01% |
| 02/11/2026 | 100 | $8.06 K | 100.00% | 0.01% | |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 100 | $8.06 K | 0.00% | 0.01% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 85 | $6.85 K | 0.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 57 | $4.59 K | 100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 43 | $3.48 K | 0.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 35 | $2.82 K | 0.00% | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 18 | $1.45 K | -43.75% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
WisdomTree International MidCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of WisdomTree International MidCap Dividend Fund. The most heavily invested institutionals were:
Mesirow Financial Investment Management, Inc.: 88,661
MORGAN STANLEY: 32,590
FLOW TRADERS U.S. LLC: 32,333
GHP Investment Advisors, Inc.: 31,918
SMITH, MOORE & CO.: 31,709
WealthShield Partners, LLC: 28,452
25.46% of WisdomTree International MidCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 662.02 K shares in the last 24 months. This purchase volume represents approximately $59.15 M in transactions.