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 | 05/15/2026 | 2.57 M | $134.34 M | -2.47% | 8.27% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.35 M | $70.75 M | -0.22% | 4.35% |
| MORGAN STANLEY | 05/15/2026 | 1.24 M | $65.08 M | -2.58% | 4.00% |
| UBS GROUP AG | 05/05/2026 | 827.24 K | $43.26 M | 1.17% | 2.66% |
| LPL FINANCIAL LLC | 05/06/2026 | 532.07 K | $27.83 M | -3.33% | 1.71% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 490.13 K | $25.63 M | -0.37% | 1.58% |
| FMR LLC | 05/15/2026 | 448.10 K | $23.44 M | 0.26% | 1.44% |
| BOOTHE INVESTMENT GROUP, INC. | 05/20/2026 | 446.38 K | $23.35 M | 1.91% | 1.44% |
| ROYAL BANK OF CANADA | 05/15/2026 | 442.29 K | $23.13 M | -0.71% | 1.42% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 430.90 K | $22.54 M | 0.29% | 1.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 405.20 K | $21.19 M | 0.52% | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 341.61 K | $17.87 M | -2.63% | 1.10% |
| PATTEN & PATTEN INC/TN | 05/01/2026 | 263.19 K | $13.76 M | 0.22% | 0.85% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 233.64 K | $12.22 M | 14.79% | 0.75% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 225.58 K | $11.80 M | 13.27% | 0.73% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 05/12/2026 | 197.21 K | $10.31 M | 2.56% | 0.63% |
| HALLMARK CAPITAL MANAGEMENT INC | 05/06/2026 | 195.54 K | $10.23 M | 21.61% | 0.63% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 153.25 K | $8.01 M | 0.00% | 0.49% |
| CONNING INC. | 04/30/2026 | 144.03 K | $7.53 M | 0.00% | 0.46% |
| CONDOR CAPITAL MANAGEMENT | 05/11/2026 | 113.28 K | $5.92 M | -33.77% | 0.36% |
| SHARPER & GRANITE LLC | 04/08/2026 | 112.97 K | $5.91 M | 4.05% | 0.36% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 112.71 K | $5.90 M | 4.61% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 111.79 K | $5.85 M | 9.40% | 0.36% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 107.74 K | $5.63 M | 11.36% | 0.35% |
| CATHY PARETO & ASSOCIATES, INC | 04/14/2026 | 99.57 K | $5.21 M | 6.27% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 94.79 K | $4.96 M | 13.33% | 0.31% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 80.99 K | $4.11 M | 8.05% | 0.26% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 78.37 K | $4.10 M | 87.65% | 0.25% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 05/05/2026 | 68.07 K | $3.56 M | 9.20% | 0.22% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 59.60 K | $3.12 M | -0.83% | 0.19% |
| JPMORGAN CHASE & CO | 05/13/2026 | 59.07 K | $3.02 M | -6.88% | 0.19% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 58.55 K | $3.06 M | 7.00% | 0.19% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 58.31 K | $3.05 M | 1.19% | 0.19% |
| CITADEL ADVISORS LLC | 05/15/2026 | 57.36 K | $3.00 M | -19.08% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 56.47 K | $2.95 M | -0.32% | 0.18% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 55.40 K | $2.90 M | 3.77% | 0.18% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 53.46 K | $2.80 M | -3.75% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 52.54 K | $2.75 M | -5.23% | 0.17% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 52.08 K | $2.72 M | 114.19% | 0.17% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 50.70 K | $2.65 M | -2.11% | 0.16% |
| PFG ADVISORS | 05/05/2026 | 46.74 K | $2.44 M | 9.94% | 0.15% |
| FIFTH THIRD BANCORP | 05/01/2026 | 44.25 K | $2.31 M | 154.89% | 0.14% |
| CREATIVE PLANNING | 05/12/2026 | 43.99 K | $2.30 M | 2.44% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 43.95 K | $2.32 M | -37.69% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 42.31 K | $2.21 M | -14.16% | 0.14% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 05/12/2026 | 35.11 K | $1.84 M | 2.53% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 34.47 K | $1.80 M | -6.88% | 0.11% |
| SAGE CAPITAL MANAGEMENT, LLC | 04/15/2026 | 34.40 K | $1.80 M | -0.26% | 0.11% |
| HSBC HOLDINGS PLC | 04/30/2026 | 32.54 K | $1.70 M | 0.00% | 0.10% |
| 04/21/2026 | 31.93 K | $1.67 M | -2.95% | 0.10% |
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WisdomTree Europe Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 372 institutional investors and hedge funds held shares of WisdomTree Europe Hedged Equity Fund. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 2.57 M
BANK OF AMERICA CORP /DE/: 1.35 M
MORGAN STANLEY: 1.24 M
UBS Group AG: 827,237
LPL Financial LLC: 532,071
WELLS FARGO & COMPANY/MN: 490,134
45.26% of WisdomTree Europe Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.95 M shares in the last 24 months. This purchase volume represents approximately $1.54 B in transactions.