WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.87 M | $112.02 M | 4.62% | 6.43% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.00 M | $78.18 M | 0.71% | 4.49% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 1.71 M | $66.54 M | 2.66% | 4.02% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 1.41 M | $54.97 M | 0.00% | 3.16% |
| UBS GROUP AG | 01/29/2026 | 1.37 M | $53.40 M | 6.45% | 3.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.36 M | $53.13 M | -12.81% | 3.04% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.24 M | $48.32 M | -4.53% | 2.78% |
| ESL TRUST SERVICES, LLC | 02/10/2026 | 957.48 K | $37.36 M | 0.00% | 2.14% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 762.69 K | $29.76 M | -79.54% | 1.71% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 697.61 K | $27.22 M | -4.00% | 1.56% |
| ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | 01/21/2026 | 608.21 K | $23.73 M | 2.50% | 1.43% |
| WARREN STREET WEALTH ADVISORS, LLC | 01/29/2026 | 564.62 K | $22.03 M | -2.53% | 1.33% |
| MEITAV INVESTMENT HOUSE LTD | 02/10/2026 | 577.41 K | $22.53 M | -51.11% | 1.29% |
| PALLAS CAPITAL ADVISORS LLC | 01/14/2026 | 538.87 K | $21.03 M | 6.18% | 1.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 522.83 K | $20.41 M | -37.17% | 1.17% |
| MICHAEL S. RYAN, INC. | 01/05/2026 | 469.90 K | $18.34 M | 1.30% | 1.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 366.61 K | $14.31 M | 4.67% | 0.82% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 361.57 K | $14.11 M | 2,877.37% | 0.81% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 361.26 K | $14.10 M | -8.36% | 0.81% |
| WEALTH MANAGEMENT RESOURCES, INC. | 01/30/2026 | 316.76 K | $12.36 M | -1.06% | 0.75% |
| HOWARD FINANCIAL SERVICES, LTD. | 01/12/2026 | 306.57 K | $11.96 M | 1.65% | 0.72% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 01/30/2026 | 250.84 K | $9.79 M | -3.75% | 0.59% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 02/11/2026 | 263.25 K | $10.27 M | -63.10% | 0.59% |
| CWM, LLC | 01/26/2026 | 260.66 K | $10.17 M | -5.58% | 0.58% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 257.89 K | $10.06 M | -3.90% | 0.58% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 01/27/2026 | 240.89 K | $9.40 M | -22.11% | 0.57% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 02/17/2026 | 249.13 K | $9.72 M | -2.57% | 0.56% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 228.39 K | $8.91 M | -4.60% | 0.54% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 229.85 K | $8.96 M | 5.14% | 0.52% |
| GOLDSTEIN ADVISORS, LLC | 02/10/2026 | 228.05 K | $8.90 M | 0.74% | 0.51% |
| MGO ONE SEVEN LLC | 02/03/2026 | 214.50 K | $8.37 M | 3.08% | 0.51% |
| INVENIO WEALTH PARTNERS LLC | 02/13/2026 | 203.90 K | $7.96 M | 1.04% | 0.46% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 199.04 K | $7.77 M | 100.00% | 0.44% |
| BETTERMENT LLC | 02/12/2026 | 187.59 K | $7.32 M | -1.33% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 185.26 K | $7.23 M | 9.92% | 0.41% |
| EVERGREEN PRIVATE WEALTH LLC | 01/28/2026 | 169.90 K | $6.63 M | -2.79% | 0.40% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 178.86 K | $6.98 M | -1.12% | 0.40% |
| COLONY GROUP, LLC | 02/13/2026 | 175.97 K | $6.87 M | -3.41% | 0.39% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 164.21 K | $6.41 M | -7.64% | 0.39% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 160.52 K | $6.26 M | 4.06% | 0.38% |
| 02/18/2026 | 158.37 K | $6.18 B | 100.00% | 0.35% | |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 146.33 K | $5.71 M | 1,666.16% | 0.35% |
| ROYAL BANK OF CANADA | 02/17/2026 | 153.98 K | $6.01 M | 161.37% | 0.35% |
| EVERMAY WEALTH MANAGEMENT LLC | 01/22/2026 | 133.95 K | $5.23 M | -31.33% | 0.32% |
| MARINER, LLC | 02/13/2026 | 125.09 K | $4.88 M | 2,004.19% | 0.28% |
| ADDISON CAPITAL CO | 02/02/2026 | 117.31 K | $4.58 M | 58.07% | 0.28% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 117.18 K | $4.57 M | -0.55% | 0.28% |
| SENTINEL WEALTH MANAGEMENT, INC. | 01/08/2026 | 115.68 K | $4.51 M | 5.57% | 0.27% |
| CITADEL ADVISORS LLC | 02/17/2026 | 119.99 K | $4.68 M | 343.13% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 115.32 K | $4.50 M | -2.66% | 0.26% |
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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund institutional Ownership - FAQ's
During the previous two years, 307 institutional investors and hedge funds held shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.87 M
BANK OF AMERICA CORP /DE/: 2 M
Valmark Advisers, Inc.: 1.71 M
STATE OF WISCONSIN INVESTMENT BOARD: 1.41 M
UBS Group AG: 1.37 M
LPL Financial LLC: 1.36 M
67.30% of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock is owned by institutional investors.
Institutional investors have bought a total of 35.07 M shares in the last 24 months. This purchase volume represents approximately $1.55 B in transactions.