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 | 07/28/2026 | 204.30 K | $5.55 M | -21.82% | 6.34% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 106.74 K | $2.90 M | 25.08% | 3.31% |
| LPL FINANCIAL LLC | 08/07/2026 | 81.21 K | $2.21 M | 370.42% | 2.52% |
| ROYAL BANK OF CANADA | 08/14/2026 | 57.64 K | $1.57 M | -1.20% | 1.79% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 53.73 K | $1.46 M | 49.23% | 1.67% |
| SECURITY NATIONAL BANK | 07/15/2026 | 52.35 K | $1.42 M | -28.89% | 1.62% |
| JANE STREET GROUP, LLC | 08/14/2026 | 46.17 K | $1.26 M | 30.11% | 1.43% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 34.71 K | $943.77 K | 0.00% | 1.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.24 K | $523.03 K | 136.26% | 0.60% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.77 K | $428.71 K | 91.12% | 0.49% |
| CAPITAL ADVISORS, LTD. LLC | 07/16/2026 | 15.23 K | $414.00 K | 33.61% | 0.47% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 14.62 K | $408.14 K | 1.21% | 0.45% |
| FORTHRIGHT FAMILY WEALTH ADVISORY LLC | 07/16/2026 | 10.38 K | $282.31 K | 100.00% | 0.32% |
| SFMG, LLC | 08/13/2026 | 10.38 K | $282.12 K | -3.74% | 0.32% |
| INTEGRATED INVESTMENT CONSULTANTS, LLC | 08/17/2026 | 9.17 K | $249.36 K | 100.00% | 0.28% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 8.90 K | $241.99 K | -18.35% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 8.05 K | $219.00 K | 100.00% | 0.25% |
| BISON WEALTH, LLC | 07/07/2026 | 7.77 K | $234.10 K | 100.00% | 0.24% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 6.51 K | $177.06 K | 0.00% | 0.20% |
| UBS GROUP AG | 08/13/2026 | 6.39 K | $173.69 K | 17,164.86% | 0.20% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 5.11 K | $137.48 K | 0.00% | 0.16% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 4.00 K | $108.84 K | 0.00% | 0.12% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 07/21/2026 | 3.54 K | $96.20 K | 0.00% | 0.11% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 2.75 K | $74.77 K | -7.56% | 0.09% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 2.28 K | $61.97 K | 0.00% | 0.07% |
| GFS ADVISORS, LLC | 08/13/2026 | 1.50 K | $13.01 M | 100.00% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.25 K | $33.99 K | -32.65% | 0.04% |
| REGATTA RESEARCH & MONEY MANAGEMENT | 08/12/2026 | 1.13 K | $30.78 K | 100.00% | 0.04% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 1.08 K | $30.21 K | 0.00% | 0.03% |
| EVERMAY WEALTH MANAGEMENT LLC | 07/27/2026 | 1.00 K | $27.19 K | 100.00% | 0.03% |
| CONTINUUM ADVISORY, LLC | 08/06/2026 | 1.00 K | $27.19 K | 100.00% | 0.03% |
| COUNTRY TRUST BANK | 07/15/2026 | 869 | $23.63 K | 0.00% | 0.03% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 759 | $20.64 K | 0.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 500 | $13.99 K | 0.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 313 | $8.51 K | 100.00% | 0.01% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 300 | $8.16 K | 100.00% | 0.01% |
| PRIVATE TRUST CO NA | 07/28/2026 | 168 | $4.57 K | 100.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 150 | $4.08 K | 100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 69 | $1.88 K | 100.00% | 0.00% |
| HICKORY POINT BANK & TRUST | 07/17/2026 | 50 | $1.36 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CASTLE ROCK WEALTH MANAGEMENT, LLC | 07/08/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDEN STATE EQUITY PARTNERS | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Europe Defense Fund institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of WisdomTree Europe Defense Fund. The most heavily invested institutionals were:
Marks Group Wealth Management, Inc: 204,303
RAYMOND JAMES FINANCIAL INC: 106,736
LPL Financial LLC: 81,209
ROYAL BANK OF CANADA: 57,641
ADVISOR GROUP HOLDINGS, INC.: 53,729
Security National Bank: 52,347
24.72% of WisdomTree Europe Defense Fund stock is owned by institutional investors.
Institutional investors have bought a total of 797.06 K shares in the last 24 months. This purchase volume represents approximately $26.56 M in transactions.