WisdomTree Global High Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JOSEPH GROUP CAPITAL MANAGEMENT | 01/30/2026 | 224.75 K | $13.84 M | 1.40% | 11.74% |
| LPL FINANCIAL LLC | 02/11/2026 | 119.86 K | $7.38 M | -2.83% | 6.06% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 01/07/2026 | 87.79 K | $5.41 M | -3.62% | 4.59% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 73.03 K | $4.50 M | 0.94% | 3.69% |
| MORGAN STANLEY | 02/13/2026 | 70.33 K | $4.33 M | -6.34% | 3.56% |
| HUDOCK, INC. | 02/12/2026 | 64.68 K | $3.98 M | -2.61% | 3.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 54.10 K | $3.33 M | 17.48% | 2.74% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 38.64 K | $2.38 M | -11.40% | 1.96% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 33.76 K | $2.08 M | -13.99% | 1.71% |
| UBS GROUP AG | 01/29/2026 | 33.44 K | $2.06 M | -0.71% | 1.69% |
| ASSET DEDICATION, LLC | 01/26/2026 | 31.61 K | $1.95 M | 0.00% | 1.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 28.22 K | $1.74 M | 25.02% | 1.43% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 13.04 K | $803.00 K | -62.67% | 0.66% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 11.41 K | $703.00 K | 0.00% | 0.58% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 8.79 K | $541.00 K | 34.07% | 0.46% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.00 K | $554.22 K | -0.18% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.74 K | $538.53 K | 0.02% | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 8.05 K | $495.93 K | 19.15% | 0.41% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.05 K | $372.32 K | 45.56% | 0.31% |
| GTS SECURITIES LLC | 02/13/2026 | 4.16 K | $256.10 K | -10.73% | 0.21% |
| IFG ADVISORY, LLC | 02/10/2026 | 4.09 K | $252.03 K | 0.00% | 0.21% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 3.58 K | $220.38 K | -2.67% | 0.19% |
| CWM, LLC | 01/26/2026 | 3.32 K | $204.00 K | 0.00% | 0.17% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 2.85 K | $175.72 K | 7.82% | 0.14% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.61 K | $161.00 K | -3.41% | 0.13% |
| KEY FINANCIAL INC | 02/09/2026 | 2.51 K | $154.53 K | 0.00% | 0.13% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 2.38 K | $146.28 K | 0.00% | 0.12% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 1.64 K | $101.29 K | 0.24% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 1.40 K | $85.92 K | 0.72% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.29 K | $79.20 K | 0.00% | 0.07% |
| WEALTHSHIELD PARTNERS, LLC | 02/03/2026 | 1.06 K | $65.47 K | 0.00% | 0.06% |
| 02/10/2026 | 153 | $9.42 K | 100.00% | 0.01% | |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 80 | $4.93 K | 0.00% | 0.00% |
| ASSETMARK, INC | 01/23/2026 | 39 | $2.40 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Global High Dividend Fund institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were:
Joseph Group Capital Management: 224,750
LPL Financial LLC: 119,856
Stonebridge Wealth Management, LLC: 87,788
RAYMOND JAMES FINANCIAL INC: 73,033
MORGAN STANLEY: 70,332
Hudock, Inc.: 64,678
52.79% of WisdomTree Global High Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.33 M shares in the last 24 months. This purchase volume represents approximately $90.69 M in transactions.