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 | 08/12/2026 | 3.02 M | $524.45 M | -2.82% | 7.43% |
| MORGAN STANLEY | 08/13/2026 | 2.22 M | $385.40 M | 2.45% | 5.46% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.51 M | $261.80 M | 5.03% | 3.71% |
| LPL FINANCIAL LLC | 08/07/2026 | 634.36 K | $110.07 M | 7.69% | 1.56% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 601.31 K | $104.34 M | 34,182.04% | 1.48% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 537.49 K | $93.26 M | -23.51% | 1.32% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 483.48 K | $83.89 M | 94.93% | 1.19% |
| FMR LLC | 08/13/2026 | 478.04 K | $82.95 M | 0.27% | 1.17% |
| ASSETMARK, INC | 07/30/2026 | 447.64 K | $77.67 M | -11.76% | 1.10% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 442.09 K | $76.71 M | 19.78% | 1.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 436.64 K | $75.77 M | -4.12% | 1.07% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 436.64 K | $75.77 M | 100.00% | 1.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 418.60 K | $72.63 M | 6.05% | 1.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 413.66 K | $71.78 M | -8.89% | 1.02% |
| UBS GROUP AG | 08/13/2026 | 373.16 K | $64.75 M | 7.11% | 0.92% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 324.40 K | $56.29 M | 100.00% | 0.80% |
| ROBINHOOD ASSET MANAGEMENT, LLC | 08/11/2026 | 317.19 K | $55.04 M | 18.14% | 0.78% |
| EVERCORE WEALTH MANAGEMENT, LLC | 08/14/2026 | 310.77 K | $53.92 M | 1.02% | 0.76% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 268.70 K | $46.70 M | 12.82% | 0.66% |
| RICE PARTNERSHIP, LLC | 07/29/2026 | 196.78 K | $34.15 M | 2.14% | 0.48% |
| AYALON INSURANCE COMP LTD. | 07/13/2026 | 195.79 K | $33.97 M | 59.50% | 0.48% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 07/29/2026 | 169.22 K | $29.36 M | 22.86% | 0.42% |
| ROYAL BANK OF CANADA | 08/14/2026 | 167.40 K | $29.05 M | 5.82% | 0.41% |
| POTOMAC FUND MANAGEMENT INC /ADV | 08/13/2026 | 159.70 K | $27.71 M | 0.48% | 0.39% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 158.78 K | $27.55 M | 1.74% | 0.39% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 144.19 K | $25.02 M | 40.35% | 0.35% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 141.54 K | $24.56 M | 2.20% | 0.35% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 128.90 K | $22.37 M | -25.79% | 0.32% |
| PERMANENS CAPITAL L.P. | 08/14/2026 | 125.86 K | $21.84 M | 426.32% | 0.31% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 08/13/2026 | 118.14 K | $20.50 M | -0.35% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 117.39 K | $20.39 M | 67.69% | 0.29% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 116.11 K | $20.15 M | 4.25% | 0.29% |
| CARTESIAN GROWTH CORP | 08/05/2026 | 112.65 K | $19.55 M | -0.44% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 110.31 K | $19.14 M | 19.64% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 99.17 K | $17.21 M | -6.41% | 0.24% |
| WEALTH ENHANCEMENT TRUST SERVICES, INC. | 07/22/2026 | 97.03 K | $16.84 M | -3.09% | 0.24% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 92.23 K | $16.00 M | 2.00% | 0.23% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 84.02 K | $14.58 M | 41.37% | 0.21% |
| JANE STREET GROUP, LLC | 08/14/2026 | 77.82 K | $13.50 M | 100.00% | 0.19% |
| PRECEDENT WEALTH PARTNERS, LLC | 07/21/2026 | 76.07 K | $13.20 M | 8.23% | 0.19% |
| HAMILTON CAPITAL, LLC | 08/17/2026 | 74.93 K | $13.00 M | 1.73% | 0.18% |
| WRIGHT FUND MANAGEMENT, LLC | 07/10/2026 | 74.70 K | $12.96 M | 17.21% | 0.18% |
| JBGLOBAL.COM LLC | 07/07/2026 | 74.61 K | $12.95 M | -3.26% | 0.18% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 07/30/2026 | 69.39 K | $12.04 M | -9.87% | 0.17% |
| BEARING POINT CAPITAL, LLC | 08/11/2026 | 66.93 K | $11.61 M | 1.97% | 0.16% |
| EVERNEST FINANCIAL ADVISORS, LLC | 08/06/2026 | 65.51 K | $11.37 M | 3.54% | 0.16% |
| BLACKROCK, INC. | 08/07/2026 | 63.79 K | $11.07 M | 0.00% | 0.16% |
| MADRID FINANCIAL SERVICES | 08/06/2026 | 61.16 K | $10.61 M | 8.57% | 0.15% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 08/03/2026 | 60.94 K | $10.57 M | 1.65% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 57.83 K | $10.03 M | -1.57% | 0.14% |
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WisdomTree Japan Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 598 institutional investors and hedge funds held shares of WisdomTree Japan Hedged Equity Fund. The most heavily invested institutionals were:
JPMORGAN CHASE & CO: 3.02 M
MORGAN STANLEY: 2.22 M
BANK OF AMERICA CORP /DE/: 1.51 M
LPL Financial LLC: 634,359
BANK OF MONTREAL /CAN/: 601,307
SCHRODER INVESTMENT MANAGEMENT GROUP: 537,486
48.56% of WisdomTree Japan Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 40.08 M shares in the last 24 months. This purchase volume represents approximately $6.31 B in transactions.