WisdomTree Europe Quality Dividend Growth Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 182.92 K | $7.11 M | 5.57% | 10.74% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 84.91 K | $3.30 M | -3.73% | 4.99% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 63.45 K | $2.47 M | 4.72% | 3.73% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 35.99 K | $1.40 M | 1.47% | 2.11% |
| OLD PORT ADVISORS | 07/21/2026 | 28.91 K | $1.12 M | -0.60% | 1.70% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 25.25 K | $981.27 K | -7.10% | 1.48% |
| MORGAN STANLEY | 08/13/2026 | 22.23 K | $864.04 K | -6.35% | 1.31% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 21.32 K | $828.77 K | 0.16% | 1.25% |
| BERKELEY, INC | 07/24/2026 | 17.66 K | $686.52 K | 0.00% | 1.04% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 12.07 K | $469.24 K | 0.37% | 0.71% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 10.94 K | $425.11 K | -3.29% | 0.64% |
| SOUTHLAND EQUITY PARTNERS LLC | 07/13/2026 | 10.54 K | $409.58 K | -0.19% | 0.62% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 10.24 K | $398.00 K | -86.00% | 0.60% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 9.56 K | $371.64 K | 0.00% | 0.56% |
| CAPITAL MANAGEMENT CORP /VA | 07/29/2026 | 9.45 K | $367.32 K | 0.00% | 0.55% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.22 K | $358.23 K | -66.12% | 0.54% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 9.18 K | $356.98 K | -0.02% | 0.54% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 8.76 K | $341.00 K | 100.00% | 0.51% |
| BIP WEALTH, LLC | 08/03/2026 | 8.75 K | $339.98 K | 1.40% | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 8.71 K | $338.66 K | -23.59% | 0.51% |
| FORUM FINANCE GROUP S.A. | 08/14/2026 | 8.38 K | $263.00 K | 36.09% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.07 K | $314.00 K | 0.00% | 0.47% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 6.95 K | $270.03 K | 0.00% | 0.41% |
| LPL FINANCIAL LLC | 08/07/2026 | 6.22 K | $241.72 K | -41.21% | 0.37% |
| BEACON FINANCIAL GROUP | 07/16/2026 | 6.18 K | $240.18 K | 0.06% | 0.36% |
| CITADEL ADVISORS LLC | 09/02/2026 | 6.01 K | $233.65 K | 100.00% | 0.35% |
| CITIZENS FINANCIAL GROUP INC/RI | 08/07/2026 | 5.96 K | $231.67 K | 0.00% | 0.35% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 3.70 K | $143.94 K | 2.29% | 0.22% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 2.86 K | $111.05 K | 193.93% | 0.17% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 2.84 K | $109.09 K | 100.00% | 0.17% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 1.50 K | $58.11 K | 0.00% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 1.16 K | $44.93 K | 100.00% | 0.07% |
| BERNARD WEALTH MANAGEMENT CORP. | 08/21/2026 | 1.09 K | $42.37 K | 0.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 950 | $36.93 K | 0.00% | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 681 | $26.33 K | 0.00% | 0.04% |
| MILLSTONE EVANS GROUP, LLC | 08/11/2026 | 626 | $24.33 K | 0.00% | 0.04% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 559 | $21.73 K | 0.00% | 0.03% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 500 | $19.44 K | 0.00% | 0.03% |
| GLEN EAGLE ADVISORS, LLC | 08/14/2026 | 325 | $12.63 K | 0.00% | 0.02% |
| FMR LLC | 08/13/2026 | 3 | $117 | -25.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $37 | 0.00% | 0.00% |
| MARINER, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| COLORADO CAPITAL MANAGEMENT, INC. | 07/08/2026 | 0 | $0 | -100.00% | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Europe Quality Dividend Growth Fund institutional Ownership - FAQ's
During the previous two years, 57 institutional investors and hedge funds held shares of WisdomTree Europe Quality Dividend Growth Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 182,917
Cambridge Investment Research Advisors, Inc.: 84,905
HARBOUR INVESTMENTS, INC.: 63,449
Kestra Advisory Services, LLC: 35,989
Old Port Advisors: 28,911
Geneos Wealth Management Inc.: 25,245
38.43% of WisdomTree Europe Quality Dividend Growth Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.45 M shares in the last 24 months. This purchase volume represents approximately $54.71 M in transactions.