WisdomTree Europ Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 253.48 K | $13.02 M | 34.92% | 9.12% |
| 02/23/2026 | 190.15 K | $10.36 M | 79.90% | 6.84% | |
| STEPHENS INC /AR/ | 02/05/2026 | 184.29 K | $9.47 M | 2.26% | 6.63% |
| CATHY PARETO & ASSOCIATES, INC | 01/23/2026 | 135.15 K | $6.94 M | 12.86% | 4.86% |
| CATALYTIC WEALTH RIA, LLC | 01/30/2026 | 86.77 K | $4.46 M | -3.93% | 3.12% |
| WESCAP MANAGEMENT GROUP, INC. | 02/11/2026 | 74.66 K | $3.83 M | -6.66% | 2.69% |
| JANE STREET GROUP, LLC | 02/12/2026 | 57.29 K | $2.94 M | -27.41% | 2.06% |
| SPINNAKER INVESTMENT GROUP, LLC | 01/12/2026 | 44.54 K | $2.29 M | 68.14% | 1.60% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 40.90 K | $2.10 M | 0.17% | 1.47% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 30.67 K | $1.58 M | 10.17% | 1.10% |
| JOHNSON INVESTMENT COUNSEL INC | 02/13/2026 | 27.10 K | $1.39 M | -6.94% | 0.97% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 20.57 K | $1.06 M | 132.65% | 0.74% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 19.59 K | $1.01 M | 26.64% | 0.70% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 18.54 K | $952.24 K | 321.48% | 0.67% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 15.04 K | $772.67 K | 104.07% | 0.54% |
| BERKELEY, INC | 01/26/2026 | 13.99 K | $718.39 K | -5.21% | 0.50% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 13.07 K | $671.28 K | -2.04% | 0.47% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 12.93 K | $664.12 K | 21.12% | 0.47% |
| EP WEALTH ADVISORS, LLC | 02/18/2026 | 11.48 K | $589.74 M | 100.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 11.29 K | $579.70 K | 22.26% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 9.89 K | $507.71 K | 100.00% | 0.36% |
| WHITTIER TRUST CO | 01/26/2026 | 6.89 K | $360.69 K | 0.00% | 0.25% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 6.59 K | $338.21 K | 100.00% | 0.24% |
| E&G ADVISORS, LP | 01/23/2026 | 6.57 K | $337.54 K | 100.00% | 0.24% |
| GREENWICH WEALTH MANAGEMENT LLC | 02/10/2026 | 5.39 K | $277.00 K | 13.90% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.44 K | $227.92 K | 38.92% | 0.16% |
| MORGAN STANLEY | 02/13/2026 | 4.24 K | $217.51 K | 0.05% | 0.15% |
| BRIDGEPORT FINANCIAL SOLUTIONS, LLC | 01/16/2026 | 4.21 K | $216.32 K | 0.02% | 0.15% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.89 K | $200.00 K | 28.66% | 0.14% |
| PRIVATE TRUST CO NA | 01/26/2026 | 2.83 K | $145.30 K | -0.32% | 0.10% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 2.41 K | $123.98 K | 100.00% | 0.09% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 2.00 K | $102.72 K | -20.00% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.68 K | $86.10 K | -55.98% | 0.06% |
| FMR LLC | 02/17/2026 | 1.50 K | $77.04 K | 1,385.15% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.49 K | $76.47 K | 100.00% | 0.05% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 1.13 K | $58.13 K | 0.27% | 0.04% |
| COMERICA BANK | 01/29/2026 | 742 | $38.11 K | 0.00% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 734 | $37.70 K | -43.80% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 677 | $34.77 K | 4.80% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 667 | $34.23 K | 100.00% | 0.02% |
| NBT BANK N A /NY | 01/23/2026 | 178 | $9.14 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 17 | $873 | 0.00% | 0.00% |
| 02/12/2026 | 16 | $1.00 K | 100.00% | 0.00% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 5 | $257 | 25.00% | 0.00% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| 4THOUGHT FINANCIAL GROUP INC. | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Europ institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of WisdomTree Europ. The most heavily invested institutionals were:
LPL Financial LLC: 253,477
STEPHENS INC /AR/: 184,290
CATHY PARETO & ASSOCIATES, INC: 135,153
Catalytic Wealth RIA, LLC: 86,774
WESCAP Management Group, Inc.: 74,656
JANE STREET GROUP, LLC: 57,293
47.82% of WisdomTree Europ stock is owned by institutional investors.
Institutional investors have bought a total of 1.20 M shares in the last 24 months. This purchase volume represents approximately $55.78 M in transactions.