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 | 11/14/2025 | 2.69 M | $135.44 M | -4.54% | 7.46% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.35 M | $67.82 M | 0.60% | 3.74% |
| MORGAN STANLEY | 11/14/2025 | 1.31 M | $66.06 M | -0.67% | 3.64% |
| UBS GROUP AG | 11/13/2025 | 1.01 M | $50.84 M | -2.94% | 2.80% |
| LPL FINANCIAL LLC | 11/12/2025 | 599.51 K | $30.22 M | -8.33% | 1.67% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 519.40 K | $26.18 M | 1.91% | 1.44% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 461.13 K | $23.24 M | -7.49% | 1.28% |
| FMR LLC | 11/13/2025 | 446.52 K | $22.50 M | -0.01% | 1.24% |
| ROYAL BANK OF CANADA | 11/14/2025 | 437.87 K | $22.07 M | 13.11% | 1.22% |
| BOOTHE INVESTMENT GROUP, INC. | 10/27/2025 | 423.81 K | $21.36 M | 2.16% | 1.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 407.45 K | $20.54 M | 0.09% | 1.13% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 368.67 K | $18.58 M | -1.47% | 1.02% |
| PATTEN & PATTEN INC/TN | 10/31/2025 | 268.10 K | $13.51 M | 6.72% | 0.74% |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | 11/14/2025 | 188.72 K | $9.51 M | 0.49% | 0.52% |
| CONDOR CAPITAL MANAGEMENT | 11/07/2025 | 171.34 K | $8.64 M | 1.32% | 0.48% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 10/22/2025 | 165.10 K | $8.32 M | -2.85% | 0.46% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 154.45 K | $7.78 M | 0.00% | 0.43% |
| HALLMARK CAPITAL MANAGEMENT INC | 11/03/2025 | 149.80 K | $7.55 M | 6.50% | 0.42% |
| CONNING INC. | 10/28/2025 | 144.03 K | $7.26 M | 0.00% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 125.94 K | $6.35 M | 16.88% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 114.40 K | $5.77 M | -17.03% | 0.32% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 109.39 K | $5.51 M | -3.77% | 0.30% |
| SHARPER & GRANITE LLC | 10/16/2025 | 108.12 K | $5.45 M | 9.85% | 0.30% |
| JANE STREET GROUP, LLC | 11/14/2025 | 102.30 K | $5.16 M | -3.74% | 0.29% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 98.97 K | $4.99 M | -2.67% | 0.27% |
| CATHY PARETO & ASSOCIATES, INC | 10/23/2025 | 90.04 K | $4.54 M | -5.15% | 0.25% |
| INSIGHT ADVISORS, LLC/ PA | 11/10/2025 | 86.32 K | $4.35 M | 0.80% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 77.79 K | $3.92 M | -4.37% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 72.90 K | $3.72 M | -6.45% | 0.20% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 71.44 K | $3.56 M | 7.94% | 0.20% |
| JPMORGAN CHASE & CO | 11/26/2025 | 71.24 K | $3.59 M | -38.09% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 68.00 K | $3.43 M | 28.75% | 0.19% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 10/29/2025 | 62.25 K | $3.14 M | 4.28% | 0.17% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 60.26 K | $3.04 M | -2.59% | 0.17% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 57.62 K | $2.90 M | 0.00% | 0.16% |
| CSM ADVISORS, LLC | 11/14/2025 | 56.36 K | $2.84 M | 13.73% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2025 | 54.93 K | $2.77 M | 4.89% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 54.88 K | $2.74 M | 30.23% | 0.15% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 54.07 K | $2.72 M | -2.52% | 0.15% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 53.58 K | $2.70 M | 9.97% | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 53.32 K | $2.69 M | -4.63% | 0.15% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 53.32 K | $2.69 M | 2.20% | 0.15% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 52.84 K | $2.66 M | 90.99% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 50.54 K | $2.55 M | 0.87% | 0.14% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 46.49 K | $2.34 M | -11.34% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 45.96 K | $2.32 M | -9.92% | 0.13% |
| SMARTLEAF ASSET MANAGEMENT LLC | 11/05/2025 | 42.64 K | $2.13 M | 7.08% | 0.12% |
| CREATIVE PLANNING | 11/14/2025 | 40.16 K | $2.02 M | -13.95% | 0.11% |
| SAGE CAPITAL MANAGEMENT, LLC | 10/28/2025 | 35.55 K | $1.79 M | 2.13% | 0.10% |
| PFG ADVISORS | 11/13/2025 | 35.04 K | $1.77 M | 12.27% | 0.10% |
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WisdomTree Europe Hedged Equity Fund institutional Ownership - FAQ's
During the previous two years, 298 institutional investors and hedge funds held shares of WisdomTree Europe Hedged Equity Fund. The most heavily invested institutionals were:
Boothe Investment Group, Inc.: 437,997
PATTEN & PATTEN INC/TN: 262,612
Sharper & Granite LLC: 108,574
Harel Insurance Investments & Financial Services Ltd.: 62,330
TRUIST FINANCIAL CORP: 54,722
Cornerstone Planning Group LLC: 42,755
40.38% of WisdomTree Europe Hedged Equity Fund stock is owned by institutional investors.
Institutional investors have bought a total of 27.30 M shares in the last 24 months. This purchase volume represents approximately $1.50 B in transactions.