WisdomTree Japan Hedged Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 02/11/2026 | 3.02 M | $435.50 M | 1,262.55% | 7.81% |
| MORGAN STANLEY | 02/13/2026 | 2.30 M | $331.81 M | 3.21% | 5.85% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.30 M | $187.00 M | -1.57% | 3.30% |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 02/13/2026 | 941.00 K | $135.65 M | 0.00% | 2.38% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 565.69 K | $81.55 M | -8.97% | 1.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 515.32 K | $74.29 M | -3.75% | 1.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 498.98 K | $71.93 M | 4.09% | 1.28% |
| FMR LLC | 02/17/2026 | 474.92 K | $68.46 M | 0.40% | 1.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 364.19 K | $52.50 M | 66.33% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 356.89 K | $51.45 M | -22.84% | 0.90% |
| UBS GROUP AG | 01/29/2026 | 292.90 K | $42.23 M | -20.48% | 0.74% |
| PERMANENS CAPITAL L.P. | 02/17/2026 | 292.76 K | $42.20 M | 0.35% | 0.74% |
| EVERCORE WEALTH MANAGEMENT, LLC | 02/17/2026 | 289.66 K | $41.76 M | -2.76% | 0.74% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 279.72 K | $40.30 M | 134.73% | 0.71% |
| 01/21/2026 | 263.69 K | $38.01 M | 100.00% | 0.69% | |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 253.76 K | $36.58 M | -1.31% | 0.67% |
| RICE PARTNERSHIP, LLC | 02/10/2026 | 182.92 K | $26.37 M | 70.56% | 0.47% |
| MEITAV INVESTMENT HOUSE LTD | 02/10/2026 | 170.95 K | $24.64 M | 100.00% | 0.44% |
| POTOMAC FUND MANAGEMENT INC /ADV | 02/13/2026 | 160.16 K | $23.09 M | 4.21% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 155.50 K | $22.42 M | 3.45% | 0.40% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 133.41 K | $19.23 M | 2.14% | 0.35% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 126.36 K | $18.22 M | -4.73% | 0.32% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 120.34 K | $17.36 M | -12.83% | 0.30% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 02/13/2026 | 118.55 K | $17.09 M | 0.26% | 0.30% |
| 01/27/2026 | 117.62 K | $16.96 M | 100.00% | 0.30% | |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 110.46 K | $15.92 M | 89.24% | 0.28% |
| CARTESIAN GROWTH CORP | 02/13/2026 | 104.45 K | $15.06 M | 0.00% | 0.26% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 101.65 K | $14.65 M | 106.20% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 99.45 K | $14.34 M | -7.21% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 96.17 K | $13.88 M | -21.63% | 0.24% |
| BEACON HARBOR WEALTH ADVISORS, INC. | 01/23/2026 | 91.85 K | $13.24 M | 100.00% | 0.24% |
| AYALON INSURANCE COMP LTD. | 01/12/2026 | 86.14 K | $12.42 M | 0.39% | 0.23% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 80.30 K | $11.58 M | 100.00% | 0.21% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 01/29/2026 | 79.21 K | $11.42 M | -2.06% | 0.21% |
| JBGLOBAL.COM LLC | 01/06/2026 | 77.94 K | $11.24 M | -3.28% | 0.21% |
| WRIGHT FUND MANAGEMENT, LLC | 01/15/2026 | 63.74 K | $9.19 M | 100.00% | 0.17% |
| BLACKROCK, INC. | 02/12/2026 | 63.63 K | $9.17 M | -1.55% | 0.16% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 02/02/2026 | 59.65 K | $8.60 M | -1.78% | 0.16% |
| EVERNEST FINANCIAL ADVISORS, LLC | 02/13/2026 | 59.69 K | $9.85 M | -1.94% | 0.15% |
| PRECEDENT WEALTH PARTNERS, LLC | 01/07/2026 | 57.15 K | $8.24 M | 22.09% | 0.15% |
| BEARING POINT CAPITAL, LLC | 02/10/2026 | 58.53 K | $8.44 M | 8.33% | 0.15% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 56.37 K | $8.13 M | 326.65% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 55.53 K | $8.01 M | 2.44% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 53.81 K | $7.76 M | 6.94% | 0.14% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 02/03/2026 | 51.27 K | $7.39 M | -1.02% | 0.13% |
| SHARPER & GRANITE LLC | 01/27/2026 | 48.61 K | $7.01 M | -2.45% | 0.13% |
| NEW VERNON CAPITAL HOLDINGS II LLC | 02/17/2026 | 46.56 K | $6.71 M | 0.00% | 0.12% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 43.28 K | $6.24 M | -6.06% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 43.37 K | $6.25 M | -5.94% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 43.09 K | $6.21 M | 0.43% | 0.11% |
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WisdomTree Japan Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 525 institutional investors and hedge funds held shares of WisdomTree Japan Hedged Equity Fund. The most heavily invested institutionals were:
MEITAV INVESTMENT HOUSE LTD: 369,091
UBS Group AG: 348,389
GFS Advisors, LLC: 265,940
Harel Insurance Investments & Financial Services Ltd.: 137,735
Ayalon Insurance Comp Ltd.: 122,747
Bank of New York Mellon Corp: 105,954
45.50% of WisdomTree Japan Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.40 M shares in the last 24 months. This purchase volume represents approximately $6.04 B in transactions.