Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree Europe Hedged Equity Fund include ETFCX - North Square Tactical Growth Fund Class C, Insight Advisors, LLC/ PA, Concurrent Investment Advisors, LLC, Smartleaf Asset Management LLC, Howard Bailey Securities, Llc, Park Avenue Securities Llc, WealthTrust Axiom LLC, Obsidian Personal Planning Solutions LLC, Avalon Trust Co, Front Row Advisors LLC, Glenmede Investment Management, LP, RMG Wealth Management LLC, Evolution Wealth Management Inc., BRYN MAWR TRUST Co, and Boreal Capital Management 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/A | Barclays Plc | 129,920 | 6 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9,418 | 5.52 | 453 | 7.09 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 4,900 | 236 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,088 | 6.74 | 526 | 15.86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 10,956 | 0.26 | 527 | 1.74 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2,000 | 96 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 478 | 23 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7,848 | 57.31 | 378 | 59.75 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 52,168 | 2.35 | 2,508 | 3.98 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,168 | 201 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 8,286 | 1.84 | 399 | 3.11 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39,824 | 1,922 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 112,062 | 13.96 | 5,392 | 15.51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,317 | 256 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 77,925 | 89.88 | 3,783 | 94.20 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 90 | 20.00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 238 | 1.28 | 11 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 48,722 | 6.80 | 2,344 | 8.22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 144 | 94.59 | 7 | 100.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,910 | 118.94 | 717 | 121.98 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 73 | 4 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 52,440 | 3 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 66,183 | 15.67 | 3,193 | 16.53 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 11 | 10.00 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,590 | 184.71 | 1,231 | 188.97 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51,017 | 18.79 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,414 | 165.79 | 68 | 172.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 436 | 1.63 | 21 | 5.00 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 6,305 | 0.05 | 303 | 1.34 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55,330 | 141.16 | 2,664 | 144.54 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 262 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 113,673 | 64.95 | 5 | 66.67 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 34,807 | 3.40 | 1,675 | 4.76 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6,753 | 3.11 | 325 | 4.52 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 85,637 | 4,121 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 101,686 | 0.21 | 4,893 | 1.56 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4,175 | 201 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,319,460 | 1.95 | 63,492 | 3.32 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 413 | 1.72 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 77,100 | 19.93 | 3,732 | 21.57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 50,102 | 614.72 | 2,411 | 625.90 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 106,968 | 1,546.67 | 5,147 | 1,571.10 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 107,751 | 406.42 | 5,185 | 413.27 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 22,100 | 1,063 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52,816 | 2.78 | 2,541 | 4.18 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,039,284 | 6.62 | 50,010 | 8.06 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4,226 | 0.14 | 203 | 1.50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55,461 | 2,669 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1,116 | 54 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7,504 | 361 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 407,099 | 0.56 | 19,590 | 1.91 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 513 | 17,000.00 | 25 | |||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57,622 | 0.98 | 2,773 | 2.33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5,235 | 2.97 | 252 | 4.15 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 29,147 | 2.13 | 1,403 | 3.47 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 475 | 13.64 | 23 | 15.79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16,479 | 164.04 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,729 | 44.08 | 83 | 48.21 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 94,931 | 21.37 | 4,568 | 23.03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 200 | 10 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 68 | 1.49 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 812 | 84.55 | 39 | 95.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 106,269 | 14.45 | 5,114 | 15.99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,337,668 | 5.70 | 64,369 | 7.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25,846 | 1.90 | 1,244 | 3.24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,879 | 10.51 | 668 | 11.91 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 137,882 | 215.32 | 6,635 | 219.56 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 169,106 | 0.51 | 8,137 | 1.87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81,339 | 3.72 | 3,914 | 5.13 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 11,415 | 549 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 116 | 1.75 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14,833 | 1.76 | 714 | 3.03 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 4,400 | 209 | ||||||
| 2025-04-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 113,200 | 5,564 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,678 | 3.73 | 610 | 5.00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 8,463 | 0.81 | 407 | 2.26 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 251,207 | 931.78 | 12,088 | 946.58 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,739 | 11.87 | 276 | 12.65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,025 | 86.14 | 1,397 | 88.65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,085 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 33,961 | 2.23 | 1,634 | 3.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 374,190 | 34.91 | 18,006 | 36.73 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7,260 | 0.81 | 349 | 2.35 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55,907 | 12.80 | 2,690 | 14.32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 29,451 | 0.34 | 1,417 | 1.72 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 187,790 | 1.25 | 9,036 | 2.61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,977 | 29.90 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 19 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 509,673 | 12.43 | 24,526 | 13.94 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77,734 | 101.39 | 3,849 | 109.87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5,371 | 0.26 | 258 | 1.57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 498,487 | 597.40 | 23,987 | 606.96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,316 | 545 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 693 | 38.32 | 33 | 43.48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1,838 | 299.57 | 88 | 319.05 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 29,754 | 0.77 | 1,432 | 2.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 446,554 | 1.58 | 21,488 | 2.95 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8,074 | 24.27 | 389 | 25.97 |
