WisdomTree U.S. Corporate Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/07/2025 | 205.64 K | $9.12 M | -0.20% | 50.76% |
| JANE STREET GROUP, LLC | 05/19/2025 | 64.03 K | $2.84 M | 3.55% | 15.80% |
| NBC SECURITIES, INC. | 04/09/2025 | 24.98 K | $1.11 K | 2,497,500.00% | 6.16% |
| NEWSQUARE CAPITAL LLC | 04/14/2025 | 11.12 K | $493.09 K | 0.62% | 2.75% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 10.28 K | $455.63 K | -62.59% | 2.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 9.54 K | $422.95 K | -1.25% | 2.35% |
| PRIVATE ADVISOR GROUP, LLC | 05/05/2025 | 8.95 K | $396.66 K | -24.99% | 2.21% |
| PERENNIAL ADVISORS, LLC | 04/14/2025 | 5.39 K | $238.92 K | 100.00% | 1.33% |
| AE WEALTH MANAGEMENT LLC | 05/06/2025 | 116 | $5.14 K | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2025 | 63 | $3.00 K | 100.00% | 0.02% |
| UBS GROUP AG | 05/13/2025 | 19 | $842 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 1 | $45 | 0.00% | 0.00% |
| FMR LLC | 05/12/2025 | 1 | $44 | 0.00% | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 05/05/2025 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree U.S. Corporate Bond Fund institutional Ownership - FAQ's
During the previous two years, 15 institutional investors and hedge funds held shares of WisdomTree U.S. Corporate Bond Fund. The most heavily invested institutionals were:
LPL Financial LLC: 205,639
JANE STREET GROUP, LLC: 64,032
NewSquare Capital LLC: 11,122
RAYMOND JAMES FINANCIAL INC: 10,277
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 9,540
Private Advisor Group, LLC: 8,947
83.95% of WisdomTree U.S. Corporate Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 342.64 K shares in the last 24 months. This purchase volume represents approximately $15.20 M in transactions.