Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree International Equity Fund include Kestra Private Wealth Services, Llc, 4wealth Advisors, Inc., Duncan Williams Asset Management, LLC, Pathstone Holdings, LLC, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, and Lowe Brockenbrough & Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 84,593 | 1.28 | 5,377 | 10.69 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3,444 | 219 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 48,563 | 2.85 | 3,087 | 12.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26,598 | 0.01 | 1,691 | 9.31 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 66,324 | 4.53 | 4,216 | 14.26 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 22,441 | 1.90 | 1,426 | 11.41 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26,652 | 1.51 | 1,694 | 11.01 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 4,470 | 1.75 | 284 | 11.37 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2,063 | 1.38 | 131 | 11.02 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 53,044 | 1.09 | 3,371 | 10.49 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3,274 | 208 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 395 | 1.80 | 25 | 13.64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53,345 | 219.14 | 3 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 168 | 10.60 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 326,088 | 1.11 | 20,726 | 10.51 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 90 | 6 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,742 | 238 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,342 | 0.05 | 1,547 | 8.94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21,312 | 4.78 | 1,355 | 14.55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 526,732 | 4.16 | 33,479 | 13.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 428 | 140.45 | 27 | 170.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,406 | 0.80 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,250 | 270 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12,567 | 10.45 | 799 | 20.73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367,152 | 0.51 | 23,336 | 9.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 117,768 | 12.08 | 7,485 | 22.50 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 11,642 | 1.00 | 740 | 10.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,139 | 3.14 | 772 | 12.72 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 6,166 | 1.73 | 392 | 11.08 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 16,383 | 0.22 | 1,041 | 9.58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30,354 | 0.85 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 508 | 32 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,180 | 143 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,918 | 38.23 | 2,982 | 51.14 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 5,654 | 14.20 | 359 | 25.09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,746 | 5.49 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 793 | 50 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 5,965 | 0.15 | 379 | 9.54 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3,225 | 205 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 17,313 | 1,100 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63,652 | 30.32 | 4,046 | 42.43 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 56,137 | 4.63 | 3,265 | 15.46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 7,531 | 1.21 | 0 |
