Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund include StoneX Group Inc., and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,509 | 293 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,311 | 0.46 | 733 | 1.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 1,836 | 63 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 65,554 | 62.90 | 2,256 | 64.72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,114 | 226.33 | 864 | 231.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,779 | 4.66 | 474 | 5.80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28 | 12.00 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 81,755 | 66.67 | 2,814 | 68.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30,956 | 11.36 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,923 | 2.37 | 582 | 3.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,613 | 1.15 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 100,000 | 3,999 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 196 | 7 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 60,452 | 11.31 | 2,080 | 12.55 |
