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 | 08/14/2026 | 2.44 M | $139.25 M | -4.89% | 7.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.34 M | $76.54 M | -0.74% | 4.15% |
| MORGAN STANLEY | 08/13/2026 | 1.27 M | $72.12 M | 1.69% | 3.91% |
| UBS GROUP AG | 08/13/2026 | 831.14 K | $47.38 M | 0.47% | 2.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 530.85 K | $30.26 M | -0.23% | 1.64% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 492.91 K | $28.10 M | 0.57% | 1.52% |
| FMR LLC | 08/13/2026 | 447.54 K | $25.51 M | -0.13% | 1.38% |
| BOOTHE INVESTMENT GROUP, INC. | 07/14/2026 | 446.06 K | $25.43 M | -0.07% | 1.38% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 421.77 K | $24.04 M | -2.12% | 1.30% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 413.71 K | $23.58 M | 2.10% | 1.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 395.63 K | $22.55 M | -10.55% | 1.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 340.76 K | $19.42 M | -0.25% | 1.05% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 291.75 K | $16.63 M | 24.87% | 0.90% |
| PATTEN & PATTEN INC/TN | 08/05/2026 | 262.57 K | $14.97 M | -0.24% | 0.81% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 257.12 K | $14.66 M | 13.98% | 0.80% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 08/12/2026 | 193.52 K | $11.03 M | -1.87% | 0.60% |
| HALLMARK CAPITAL MANAGEMENT INC | 08/04/2026 | 189.72 K | $10.81 M | -2.98% | 0.59% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 155.32 K | $8.85 M | 1.35% | 0.48% |
| CONNING INC. | 07/30/2026 | 144.03 K | $8.21 M | 0.00% | 0.45% |
| SHARPER & GRANITE LLC | 07/16/2026 | 114.02 K | $6.50 M | 0.93% | 0.35% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 107.59 K | $6.13 M | -0.14% | 0.33% |
| GUARDIAN PARTNERS INC. | 07/29/2026 | 100.30 K | $5.72 M | 100.00% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 93.31 K | $5.32 M | -1.56% | 0.29% |
| CATHY PARETO & ASSOCIATES, INC | 07/15/2026 | 93.09 K | $5.31 M | -6.51% | 0.29% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 92.70 K | $5.28 M | 78.00% | 0.29% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 84.50 K | $4.74 M | 4.33% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 79.23 K | $4.52 M | -29.13% | 0.25% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 07/29/2026 | 67.46 K | $3.85 M | -0.89% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 63.18 K | $3.60 M | 11.87% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 61.33 K | $3.50 M | -45.58% | 0.19% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 60.67 K | $3.46 M | 3.62% | 0.19% |
| JPMORGAN CHASE & CO | 08/12/2026 | 59.90 K | $3.39 M | 1.41% | 0.19% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 58.31 K | $3.32 M | 0.00% | 0.18% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 56.71 K | $3.23 M | -4.84% | 0.18% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 55.51 K | $3.15 M | 0.19% | 0.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 53.52 K | $3.05 M | -6.70% | 0.17% |
| PFG ADVISORS | 07/16/2026 | 51.57 K | $2.94 M | 10.32% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 50.48 K | $2.88 M | -3.93% | 0.16% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 48.98 K | $2.79 M | -3.39% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 48.09 K | $2.74 M | 100.00% | 0.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 44.62 K | $2.54 M | -16.53% | 0.14% |
| CREATIVE PLANNING | 08/13/2026 | 44.04 K | $2.51 M | 0.13% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 43.41 K | $2.47 M | 2.60% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 42.85 K | $2.41 M | -2.48% | 0.13% |
| FIFTH THIRD BANCORP | 08/05/2026 | 40.27 K | $2.30 M | -9.01% | 0.12% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/20/2026 | 36.89 K | $2.10 M | 7.25% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 34.65 K | $1.97 M | 0.51% | 0.11% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 08/11/2026 | 33.26 K | $1.90 M | -5.29% | 0.10% |
| HSBC HOLDINGS PLC | 08/14/2026 | 32.54 K | $1.85 M | 0.00% | 0.10% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 07/21/2026 | 30.90 K | $1.76 M | -3.25% | 0.10% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
WisdomTree Europe Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 384 institutional investors and hedge funds held shares of WisdomTree Europe Hedged Equity Fund. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 2.44 M
BANK OF AMERICA CORP /DE/: 1.34 M
MORGAN STANLEY: 1.27 M
UBS Group AG: 831,141
LPL Financial LLC: 530,852
WELLS FARGO & COMPANY/MN: 492,910
43.01% of WisdomTree Europe Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 28.90 M shares in the last 24 months. This purchase volume represents approximately $1.54 B in transactions.