WISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.01% | 0.01% | #157 | $176.2M | 3.4M | $159.8M | 3.5M | -103,923-3.00% | Reduce | |
| LPL Financial LLC | 0.04% | 0.05% | #106 | $166.7M | 3.2M | $181.7M | 3.8M | -592,060-15.69% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #160 | $120.2M | 2.3M | $112.8M | 2.3M | -48,140-2.05% | Reduce | |
| Ameritas Advisory Services, LLC | 1.48% | 1.82% | #19 | $73.4M | 1.4M | $46.9M | 973,021 | +428,552+44.04% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.03% | #127 | $64.9M | 1.2M | $83.5M | 1.7M | -495,712-28.59% | Reduce | |
| Falcon Wealth Planning | 3.3% | 3.08% | #10 | $52.3M | 998,941 | $45.2M | 938,291 | +60,650+6.46% | Add | |
| AE Wealth Management LLC | 0.24% | 0.23% | #48 | $51.8M | 988,454 | $41.9M | 869,274 | +119,180+13.71% | Add | |
| Creative Planning | 0.03% | 0.03% | #115 | $49.3M | 941,951 | $44.4M | 922,123 | +19,828+2.15% | Add | |
| STIFEL FINANCIAL CORP | 0.04% | 0.03% | #108 | $42.7M | 814,323 | $37.3M | 775,119 | +39,204+5.06% | Add | |
| Trilogy Capital Inc. | 1.6% | 1.64% | #18 | $41.1M | 784,789 | $37.2M | 772,976 | +11,813+1.53% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #156 | $40.5M | 773,171 | $36.8M | 764,055 | +9,116+1.19% | Add | |
| UBS Group AG | <0.01% | 0.01% | #171 | $37.9M | 724,245 | $38.8M | 805,917 | -81,672-10.13% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #166 | $30.7M | 586,023 | $31.1M | 645,850 | -59,827-9.26% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.03% | 0.03% | #114 | $25.5M | 485,942 | $18.1M | 375,272 | +110,670+29.49% | Add | |
| CAPITAL WEALTH MANAGEMENT, LLC | 5.69% | 5.76% | #3 | $23.7M | 451,633 | $21.3M | 442,405 | +9,228+2.09% | Add | |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2.5% | 2.7% | #14 | $21.7M | 414,813 | $20.4M | 423,435 | -8,622-2.04% | Reduce | |
| Marietta Wealth Management, LLC | 2.1% | 2.15% | #16 | $20.4M | 389,425 | $18.1M | 375,752 | +13,673+3.64% | Add | |
| Summit Asset Management, LLC | 2.58% | 2.58% | #12 | $20.1M | 384,135 | $18.5M | 384,949 | -814-0.21% | Reduce | |
| WESCAP Management Group, Inc. | 3.7% | 3.62% | #9 | $19.8M | 378,708 | $18.4M | 382,037 | -3,329-0.87% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #155 | $18.8M | 357,978 | $23.6M | 490,142 | -132,164-26.96% | Reduce | |
| Gaddis Premier Wealth Advisors LLC | 10.52% | 11.04% | #1 | $17.3M | 330,551 | $15.0M | 310,807 | +19,744+6.35% | Add | |
| WEALTH MANAGEMENT RESOURCES, INC. | 5.32% | 5.3% | #5 | $17.2M | 329,179 | $15.2M | 316,242 | +12,937+4.09% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #188 | $15.1M | 287,565 | $14.9M | 308,967 | -21,402-6.93% | Reduce | |
| Prepared Retirement Institute LLC | 5.87% | 6.42% | #2 | $13.8M | 263,132 | $12.9M | 268,672 | -5,540-2.06% | Reduce | |
| Dynamic Advisor Solutions LLC | 0.38% | 0.36% | #39 | $13.6M | 259,307 | $11.6M | 239,968 | +19,339+8.06% | Add | |
| Pathstone Holdings, LLC | 0.04% | 0.05% | #105 | $13.1M | 249,413 | $12.1M | 251,861 | -2,448-0.97% | Reduce | |
| Eagle Strategies LLC | 1.29% | 3.38% | #21 | $13.0M | 247,960 | $28.3M | 586,867 | -338,907-57.75% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.03% | 0.03% | #113 | $12.9M | 247,150 | $12.3M | 255,400 | -8,250-3.23% | Reduce | |
| Curi Capital, LLC | 0.2% | 0.21% | #53 | $12.8M | 244,859 | $11.9M | 247,279 | -2,420-0.98% | Reduce | |
| Trinity Wealth Management, LLC | 3.97% | 4.24% | #8 | $12.5M | 239,282 | $11.5M | 239,554 | -272-0.11% | Reduce | |
| VestGen Advisors, LLC | 0.35% | 0.3% | #42 | $11.9M | 228,114 | $11.4M | 229,247 | -1,133-0.49% | Reduce | |
| Solano Wealth Investment Advisors LLC | 5.41% | 5.41% | #4 | $11.9M | 226,834 | $10.9M | 225,407 | +1,427+0.63% | Add | |
| Mariner, LLC | 0.01% | 0.01% | #148 | $11.6M | 221,217 | $10.6M | 219,385 | +1,832+0.84% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #152 | $11.5M | 219,111 | $9.9M | 204,681 | +14,430+7.05% | Add | |
| AssuredPartners Investment Advisors, LLC | 1.04% | 1.09% | #22 | $10.8M | 205,876 | $10.0M | 203,535 | +2,341+1.15% | Add | |
| Melone Private Wealth, LLC | 4.1% | 4.03% | #7 | $10.8M | 205,264 | $9.9M | 204,960 | +304+0.15% | Add | |
| Wealthspire Retirement, LLC | 0.53% | 0.55% | #36 | $9.7M | 184,303 | $9.2M | 191,080 | -6,777-3.55% | Reduce | |
| Argo Wealth Advisory, LLC | 5.31% | 5.05% | #6 | $9.6M | 183,696 | $8.6M | 178,540 | +5,156+2.89% | Add | |
| Concurrent Investment Advisors, LLC | 0.08% | 0.09% | #73 | $9.5M | 180,821 | $8.7M | 181,063 | -242-0.13% | Reduce | |
| Lido Advisors, LLC | 0.03% | 0.03% | #121 | $9.5M | 180,438 | $8.5M | 176,842 | +3,596+2.03% | Add | |
| Berkeley, Inc | 2.92% | 2.87% | #11 | $9.3M | 177,474 | $8.6M | 177,852 | -378-0.21% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #195 | $9.2M | 176,265 | $7.8M | 163,009 | +13,256+8.13% | Add | |
| Farther Finance Advisors, LLC | 0.06% | 0.08% | #83 | $8.3M | 158,083 | $7.9M | 162,347 | -4,264-2.63% | Reduce | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #184 | $6.9M | 133,393 | $6.0M | 127,390 | +6,003+4.71% | Add | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #140 | $6.8M | 129,860 | $4.9M | 101,185 | +28,675+28.34% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.04% | 0.04% | #107 | $6.7M | 128,507 | $6.2M | 128,363 | +144+0.11% | Add | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.07% | 0.08% | #80 | $6.3M | 119,686 | $6.7M | 140,027 | -20,341-14.53% | Reduce | |
| Private Advisor Group, LLC | 0.03% | 0.03% | #120 | $5.7M | 109,239 | $6.1M | 126,924 | -17,685-13.93% | Reduce | |
| Americana Partners, LLC | 0.13% | 0.12% | #63 | $5.7M | 108,750 | $4.6M | 95,394 | +13,356+14.00% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #164 | $5.5M | 104,773 | $5.3M | 109,282 | -4,509-4.13% | Reduce |