WisdomTree Europe SmallCap Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COURIER CAPITAL LLC | 04/16/2024 | 205.46 K | $12.28 M | -22.25% | 6.94% |
| MORGAN STANLEY | 10/17/2024 | 156.13 K | $9.33 M | -15.34% | 5.27% |
| JANE STREET GROUP, LLC | 05/16/2024 | 128.47 K | $7.68 M | 71.02% | 4.34% |
| UBS GROUP AG | 05/13/2024 | 109.79 K | $6.56 M | 0.11% | 3.71% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 43.18 K | $2.58 M | 15.38% | 1.46% |
| VONTOBEL HOLDING LTD. | 05/10/2024 | 35.32 K | $2.11 M | 0.18% | 1.19% |
| FLOW TRADERS U.S. LLC | 05/15/2024 | 34.47 K | $2.06 M | 100.00% | 1.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 34.08 K | $2.04 M | -13.68% | 1.15% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 23.86 K | $1.43 M | -3.75% | 0.81% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 20.64 K | $1.23 M | -0.11% | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 18.80 K | $1.12 M | 100.00% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2024 | 14.48 K | $864.98 K | 11.69% | 0.49% |
| FINANCIAL PLANNING & INFORMATION SERVICES, INC. | 05/14/2024 | 14.43 K | $862.35 K | -3.23% | 0.49% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 14.12 K | $843.76 K | 5.14% | 0.48% |
| CONSERVEST CAPITAL ADVISORS, INC. | 05/02/2024 | 12.99 K | $776.20 K | -12.83% | 0.44% |
| VIRTUS FAMILY OFFICE LLC | 05/14/2024 | 11.28 K | $673.78 K | 0.00% | 0.38% |
| HEDGES ASSET MANAGEMENT LLC | 04/24/2024 | 10.00 K | $597.48 K | -9.09% | 0.34% |
| CI PRIVATE WEALTH, LLC | 05/09/2024 | 9.63 K | $575.26 K | 0.00% | 0.33% |
| SOVEREIGN FINANCIAL GROUP, INC. | 04/15/2024 | 8.90 K | $531.64 K | -4.67% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/24/2024 | 7.17 K | $428.00 K | -11.16% | 0.24% |
| LPL FINANCIAL LLC | 05/10/2024 | 7.11 K | $425.07 K | -31.13% | 0.24% |
| STRATOS WEALTH PARTNERS, LTD. | 04/16/2024 | 6.74 K | $402.83 K | -2.16% | 0.23% |
| FINANCIAL PERSPECTIVES, INC | 04/19/2024 | 5.66 K | $337.95 K | 0.37% | 0.19% |
| ROYAL BANK OF CANADA | 11/05/2024 | 4.03 K | $241.00 K | 17.18% | 0.14% |
| TFG ADVISERS LLC | 05/06/2024 | 4.00 K | $238.74 K | -14.96% | 0.14% |
| ST. LOUIS TRUST CO | 05/02/2024 | 3.97 K | $229.26 K | 0.00% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 04/25/2024 | 3.93 K | $234.88 K | -60.22% | 0.13% |
| ADVISORY SERVICES NETWORK, LLC | 05/06/2024 | 3.38 K | $201.95 K | -19.14% | 0.11% |
| FINTRUST CAPITAL ADVISORS, LLC | 05/02/2024 | 2.50 K | $149.37 K | 0.00% | 0.08% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.73 K | $103.42 K | 0.00% | 0.06% |
| CONTINUUM ADVISORY, LLC | 05/13/2024 | 1.58 K | $96.77 K | 100.00% | 0.05% |
| COMERICA BANK | 05/16/2024 | 1.46 K | $86.93 K | -13.34% | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 05/13/2024 | 1.43 K | $87.92 K | 128.00% | 0.05% |
| HARBOR INVESTMENT ADVISORY, LLC | 04/12/2024 | 1.27 K | $75.88 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/10/2024 | 1.13 K | $67.75 K | 0.00% | 0.04% |
| TD WATERHOUSE CANADA INC. | 05/10/2024 | 1.13 K | $79.71 K | 0.00% | 0.04% |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 05/01/2024 | 1.02 K | $61.00 K | -18.59% | 0.03% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 04/25/2024 | 700 | $41.82 K | 0.00% | 0.02% |
| BANK OF MONTREAL /CAN/ | 05/13/2024 | 395 | $23.60 K | 0.00% | 0.01% |
| SUNBELT SECURITIES, INC. | 04/15/2024 | 360 | $21.51 K | 0.00% | 0.01% |
| CWM, LLC | 04/05/2024 | 300 | $18.00 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 07/31/2024 | 270 | $16.16 K | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 04/24/2024 | 265 | $15.83 K | 0.00% | 0.01% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/14/2024 | 194 | $11.58 K | 0.52% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2024 | 134 | $8.01 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 05/14/2024 | 100 | $5.98 K | 0.00% | 0.00% |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | 05/13/2024 | 99 | $5.92 K | 100.00% | 0.00% |
| BLAIR WILLIAM & CO/IL | 05/09/2024 | 95 | $5.68 K | 0.00% | 0.00% |
| WHITTIER TRUST CO | 05/02/2024 | 95 | $5.68 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 04/25/2024 | 83 | $4.96 K | 0.00% | 0.00% |
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WisdomTree Europe SmallCap Dividend Fund institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of WisdomTree Europe SmallCap Dividend Fund. The most heavily invested institutionals were:
Polaris Wealth Advisory Group, LLC: 0
Intercontinental Wealth Advisors, LLC: 8,653
American Portfolios Advisors: 1,091
NEXT Financial Group, Inc: 0
Vontobel Swiss Wealth Advisors AG: 4,299
OLD MISSION CAPITAL, LLC: 9,036
32.72% of WisdomTree Europe SmallCap Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.62 M shares in the last 24 months. This purchase volume represents approximately $119.06 M in transactions.