Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund include TAGStone Capital, Inc., Concurrent Investment Advisors, LLC, Raymond James Financial Inc, and Ameritas Advisory Services, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 172,059 | 10.97 | 6,290 | 15.92 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25,591 | 5.62 | 936 | 10.26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 80,848 | 100.46 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 18,375 | 3.61 | 672 | 8.23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 97 | 169.44 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43,455 | 1,589 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,746 | 399.28 | 361 | 429.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9,826 | 359 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,078 | 222 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 99,020 | 100.00 | 3,620 | 109.01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,903 | 2.81 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 49,658 | 7.52 | 1,815 | 12.31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,622 | 509.77 | 59 | 555.56 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 17,382 | 677 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56,988 | 147.75 | 2,083 | 158.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,050 | 75 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 198 | 2.59 | 7 | 16.67 |
