WisdomTree Europe Hedged Equity Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 2.63 M | $139.75 M | -1.99% | 8.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.36 M | $71.94 M | 0.75% | 4.13% |
| MORGAN STANLEY | 02/13/2026 | 1.28 M | $67.77 M | -2.54% | 3.89% |
| UBS GROUP AG | 01/29/2026 | 817.71 K | $43.39 M | -18.94% | 2.49% |
| LPL FINANCIAL LLC | 02/11/2026 | 550.40 K | $29.20 M | -8.19% | 1.69% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 491.96 K | $26.10 M | -5.28% | 1.50% |
| FMR LLC | 02/17/2026 | 446.92 K | $23.71 M | 0.09% | 1.37% |
| ROYAL BANK OF CANADA | 02/17/2026 | 445.45 K | $23.64 M | 1.73% | 1.36% |
| BOOTHE INVESTMENT GROUP, INC. | 02/03/2026 | 438.00 K | $23.24 M | 3.35% | 1.34% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 429.66 K | $22.80 M | -6.82% | 1.32% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 403.10 K | $21.39 M | -1.07% | 1.24% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 350.83 K | $18.61 M | -4.84% | 1.07% |
| PATTEN & PATTEN INC/TN | 02/03/2026 | 262.61 K | $13.93 M | -2.05% | 0.81% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 203.54 K | $10.80 M | 665.07% | 0.62% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 199.15 K | $10.57 M | 706.08% | 0.61% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 02/12/2026 | 192.28 K | $10.20 M | 1.89% | 0.59% |
| JANE STREET GROUP, LLC | 02/12/2026 | 178.53 K | $9.47 M | 74.52% | 0.55% |
| CONDOR CAPITAL MANAGEMENT | 02/06/2026 | 171.05 K | $9.08 M | -0.17% | 0.52% |
| HALLMARK CAPITAL MANAGEMENT INC | 02/04/2026 | 160.80 K | $8.53 M | 7.34% | 0.49% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 153.25 K | $8.13 M | -0.78% | 0.47% |
| CONNING INC. | 02/05/2026 | 144.03 K | $7.64 M | 0.00% | 0.44% |
| SHARPER & GRANITE LLC | 01/27/2026 | 108.57 K | $5.76 M | 0.42% | 0.33% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 107.74 K | $5.72 M | -1.51% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 102.18 K | $5.42 M | -18.87% | 0.31% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 96.75 K | $5.13 M | -2.25% | 0.29% |
| CATHY PARETO & ASSOCIATES, INC | 01/23/2026 | 93.69 K | $4.97 M | 4.06% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 83.64 K | $4.44 M | 7.52% | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 74.96 K | $3.98 M | 4.92% | 0.23% |
| CSM ADVISORS, LLC | 02/11/2026 | 71.24 K | $3.78 M | 26.40% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 70.53 K | $3.82 M | -3.25% | 0.22% |
| CITADEL ADVISORS LLC | 02/17/2026 | 70.88 K | $3.76 M | 29.05% | 0.22% |
| JPMORGAN CHASE & CO | 02/11/2026 | 63.43 K | $3.37 M | -10.96% | 0.19% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 02/03/2026 | 62.33 K | $3.31 M | 0.13% | 0.19% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 60.10 K | $3.19 M | -0.27% | 0.18% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 57.62 K | $3.06 M | 0.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 56.66 K | $3.01 M | 3.23% | 0.17% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 55.54 K | $2.95 M | -51.45% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 55.44 K | $2.94 M | -18.47% | 0.17% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 54.72 K | $2.90 M | 2.14% | 0.17% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 53.39 K | $2.82 M | 0.14% | 0.16% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 51.80 K | $2.75 M | -1.98% | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 49.29 K | $2.62 M | -7.57% | 0.15% |
| CREATIVE PLANNING | 02/17/2026 | 42.94 K | $2.28 M | 6.91% | 0.13% |
| CORNERSTONE PLANNING GROUP LLC | 02/02/2026 | 42.76 K | $2.30 M | 4,477.62% | 0.13% |
| PFG ADVISORS | 01/27/2026 | 42.52 K | $2.26 M | 21.35% | 0.13% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 41.76 K | $2.22 M | -10.17% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 37.02 K | $1.96 M | -19.44% | 0.11% |
| CERITY PARTNERS LLC | 02/11/2026 | 35.71 K | $1.90 M | 23.05% | 0.11% |
| SAGE CAPITAL MANAGEMENT, LLC | 01/15/2026 | 34.48 K | $1.83 M | -2.99% | 0.11% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 02/10/2026 | 34.25 K | $1.82 M | -0.95% | 0.10% |
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WisdomTree Europe Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 380 institutional investors and hedge funds held shares of WisdomTree Europe Hedged Equity Fund. The most heavily invested institutionals were:
UBS Group AG: 827,237
Bank of New York Mellon Corp: 430,900
PATTEN & PATTEN INC/TN: 263,192
Mount Yale Investment Advisors, LLC: 233,638
CONNING INC.: 144,030
Sharper & Granite LLC: 112,969
44.26% of WisdomTree Europe Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 29.91 M shares in the last 24 months. This purchase volume represents approximately $1.59 B in transactions.