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 | 05/13/2026 | 3.11 M | $480.77 M | 2.95% | 8.20% |
| MORGAN STANLEY | 05/15/2026 | 2.17 M | $343.79 M | -5.81% | 5.71% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.44 M | $227.79 M | 10.74% | 3.79% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 702.67 K | $108.62 M | 483.90% | 1.85% |
| LPL FINANCIAL LLC | 05/06/2026 | 589.06 K | $93.41 M | 18.05% | 1.55% |
| ASSETMARK, INC | 05/06/2026 | 507.30 K | $80.45 M | 5,308.93% | 1.34% |
| FMR LLC | 05/15/2026 | 476.74 K | $75.60 M | 0.38% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 455.42 K | $72.22 M | -11.62% | 1.20% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 454.01 K | $72.00 M | 27.21% | 1.20% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 394.71 K | $62.59 M | 8.38% | 1.04% |
| MEITAV INVESTMENT HOUSE LTD | 04/29/2026 | 369.09 K | $58.53 M | 115.90% | 0.97% |
| UBS GROUP AG | 05/05/2026 | 348.39 K | $55.25 M | 18.94% | 0.92% |
| EVERCORE WEALTH MANAGEMENT, LLC | 05/15/2026 | 307.62 K | $48.78 M | 6.20% | 0.81% |
| 04/13/2026 | 268.49 K | $42.58 M | 1.82% | 0.71% | |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 248.03 K | $39.33 M | -2.26% | 0.65% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 238.16 K | $37.78 M | -14.86% | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 202.78 K | $32.16 M | 12,294.56% | 0.53% |
| RICE PARTNERSHIP, LLC | 05/07/2026 | 192.67 K | $30.55 M | 5.33% | 0.51% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 173.70 K | $27.55 M | 399.14% | 0.46% |
| POTOMAC FUND MANAGEMENT INC /ADV | 05/14/2026 | 158.94 K | $25.20 M | -0.76% | 0.42% |
| ROYAL BANK OF CANADA | 05/15/2026 | 158.20 K | $25.09 M | 1.73% | 0.42% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 156.07 K | $24.75 M | 23.51% | 0.41% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 138.49 K | $21.96 M | 3.81% | 0.36% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 05/05/2026 | 137.74 K | $21.84 M | 527.69% | 0.36% |
| AYALON INSURANCE COMP LTD. | 04/13/2026 | 122.75 K | $19.47 M | 42.50% | 0.32% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 05/12/2026 | 118.55 K | $18.80 M | 0.00% | 0.31% |
| CARTESIAN GROWTH CORP | 05/07/2026 | 113.15 K | $17.94 M | 8.33% | 0.30% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 111.37 K | $17.66 M | 0.83% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 105.95 K | $16.80 M | 6.54% | 0.28% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 102.73 K | $16.29 M | 1.06% | 0.27% |
| 04/08/2026 | 100.12 K | $15.88 M | -14.87% | 0.26% | |
| BEACON HARBOR WEALTH ADVISORS, INC. | 04/30/2026 | 92.32 K | $14.64 M | 0.51% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 92.20 K | $14.62 M | 120.41% | 0.24% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 90.42 K | $14.34 M | 210.01% | 0.24% |
| JBGLOBAL.COM LLC | 04/07/2026 | 77.13 K | $12.23 M | -1.04% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 77.00 K | $12.21 M | 116.90% | 0.20% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 05/05/2026 | 76.99 K | $12.21 M | -2.81% | 0.20% |
| HAMILTON CAPITAL, LLC | 05/15/2026 | 73.65 K | $11.68 M | -12.82% | 0.19% |
| PRECEDENT WEALTH PARTNERS, LLC | 04/14/2026 | 70.29 K | $11.15 M | 22.98% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 70.01 K | $11.10 M | -27.21% | 0.18% |
| BEARING POINT CAPITAL, LLC | 05/07/2026 | 65.63 K | $10.41 M | 12.13% | 0.17% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 65.61 K | $10.40 M | 52.85% | 0.17% |
| BLACKROCK, INC. | 05/13/2026 | 63.79 K | $10.12 M | 0.25% | 0.17% |
| WRIGHT FUND MANAGEMENT, LLC | 04/16/2026 | 63.74 K | $10.11 M | 0.00% | 0.17% |
| EVERNEST FINANCIAL ADVISORS, LLC | 05/04/2026 | 63.27 K | $10.17 M | 5.99% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 60.70 K | $9.63 M | 359.85% | 0.16% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 04/24/2026 | 59.95 K | $9.51 M | 0.50% | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 59.43 K | $9.42 M | 7.02% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 58.75 K | $9.32 M | 9.18% | 0.15% |
| 05/15/2026 | 56.34 K | $8.93 M | 100.00% | 0.15% |
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WisdomTree Japan Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 527 institutional investors and hedge funds held shares of WisdomTree Japan Hedged Equity Fund. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 3.11 M
MORGAN STANLEY: 2.17 M
BANK OF AMERICA CORP /DE/: 1.44 M
SCHRODER INVESTMENT MANAGEMENT GROUP: 702,665
LPL Financial LLC: 589,058
ASSETMARK, INC: 507,304
47.29% of WisdomTree Japan Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 37.66 M shares in the last 24 months. This purchase volume represents approximately $5.93 B in transactions.