WisdomTree Europe Defense Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT, INC | 05/05/2026 | 261.31 K | $8.08 M | 134.09% | 37.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 85.34 K | $2.64 M | 100.00% | 12.12% |
| SECURITY NATIONAL BANK | 04/16/2026 | 73.61 K | $2.28 M | 100.00% | 10.45% |
| ROYAL BANK OF CANADA | 05/15/2026 | 58.34 K | $1.81 M | 7.50% | 8.28% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 36.00 K | $1.11 M | 100.00% | 5.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 35.49 K | $1.10 M | 218.13% | 5.04% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 34.71 K | $1.07 M | 0.00% | 4.93% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 04/08/2026 | 24.50 K | $790.45 K | 100.00% | 3.48% |
| LPL FINANCIAL LLC | 05/06/2026 | 17.26 K | $534.12 K | 100.00% | 2.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 14.44 K | $466.09 K | 26.08% | 2.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 12.02 K | $372.02 K | 100.00% | 1.71% |
| CAPITAL ADVISORS, LTD. LLC | 04/16/2026 | 11.40 K | $353.00 K | 100.00% | 1.62% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 10.90 K | $337.25 K | 100.00% | 1.55% |
| SFMG, LLC | 05/12/2026 | 10.78 K | $333.50 K | 0.00% | 1.53% |
| CITADEL ADVISORS LLC | 05/15/2026 | 8.25 K | $255.26 K | 100.00% | 1.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 8.14 K | $251.91 K | 100.00% | 1.16% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 6.51 K | $200.44 K | 115.42% | 0.92% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 5.11 K | $148.90 K | 0.95% | 0.73% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 4.00 K | $123.85 K | 100.00% | 0.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 04/17/2026 | 3.54 K | $109.47 K | 12.96% | 0.50% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 2.98 K | $92.05 K | 0.00% | 0.42% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 2.28 K | $70.51 K | 100.00% | 0.32% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.86 K | $57.43 K | 206.27% | 0.26% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.55 K | $48.08 K | 100.00% | 0.22% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 1.08 K | $34.91 K | 100.00% | 0.15% |
| COUNTRY TRUST BANK | 04/10/2026 | 869 | $26.89 K | 0.00% | 0.12% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 794 | $24.57 K | 100.00% | 0.11% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 759 | $23.49 K | 100.00% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 500 | $16.33 K | 100.00% | 0.07% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 400 | $12.38 K | 0.00% | 0.06% |
| HICKORY POINT BANK & TRUST | 04/03/2026 | 50 | $1.55 K | 100.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 37 | $1.15 K | 100.00% | 0.01% |
| GTS SECURITIES LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| INSIGHT ADVISORS, LLC/ PA | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Europe Defense Fund institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of WisdomTree Europe Defense Fund. The most heavily invested institutionals were:
Marks Group Wealth Management, Inc: 261,308
RAYMOND JAMES FINANCIAL INC: 85,336
Security National Bank: 73,611
ROYAL BANK OF CANADA: 58,343
ADVISOR GROUP HOLDINGS, INC.: 36,003
JANE STREET GROUP, LLC: 35,487
104.34% of WisdomTree Europe Defense Fund stock is owned by institutional investors.
Institutional investors have bought a total of 734.80 K shares in the last 24 months. This purchase volume represents approximately $24.48 M in transactions.