Institutional Ownership Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 1.63 Million shares, which have been reported (via 13F filing form) to have a value of $57 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
433,662
shares
|
$14.8 Million
6.87% of portfolio
|
Q2 2023
Added 6.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
264,489
shares
|
$9.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,951
shares
|
$8.45 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
158,547
shares
|
$5.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
59,632
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
54,753
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Added 565.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
52,027
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
49,723
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
33,451
shares
|
$1.14 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
31,134
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,568
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,741
shares
|
$915,077
0.0% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
26,716
shares
|
$914,221
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,861
shares
|
$679,643
0.02% of portfolio
|
Q3 2022
Reduced 9.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,888
shares
|
$406,807
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,692
shares
|
$400,100
0.0% of portfolio
|
Q3 2023
Reduced 14.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,523
shares
|
$394,317
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
11,265
shares
|
$385,488
0.0% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,999
shares
|
$376,385
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
10,500
shares
|
$359,310
0.07% of portfolio
|
Q2 2020
Reduced 23.75%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,561
shares
|
$327,177
0.0% of portfolio
|
Q2 2024
Added 20.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,741
shares
|
$299,117
0.0% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
8,421
shares
|
$288,166
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,702
shares
|
$263,562
0.0% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,838
shares
|
$233,996
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|