Institutional Ownership Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.8 Million shares, which have been reported (via 13F filing form) to have a value of $61 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
|
$14.7 Million
6.87% of portfolio
|
Q2 2023
Added 6.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
260,025
shares
|
$8.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,951
shares
|
$8.37 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
140,614
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
123,940
shares
|
$4.2 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
88,427
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
81,089
shares
|
$2.75 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
50,277
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
48,152
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
31,134
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,568
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,555
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
29,290
shares
|
$992,638
0.28% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,870
shares
|
$944,514
0.01% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
27,297
shares
|
$925,095
0.0% of portfolio
|
Q2 2025
Added 212.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,861
shares
|
$673,089
0.02% of portfolio
|
Q3 2022
Reduced 9.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,888
shares
|
$402,884
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
|
$396,241
0.0% of portfolio
|
Q3 2023
Reduced 14.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,523
shares
|
$390,514
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
11,366
shares
|
$385,193
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,920
shares
|
$370,078
0.08% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
10,500
shares
|
$355,845
0.07% of portfolio
|
Q2 2020
Reduced 23.75%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
9,561
shares
|
$324,022
0.0% of portfolio
|
Q2 2024
Added 20.58%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
8,535
shares
|
$289,251
0.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,702
shares
|
$261,020
0.0% of portfolio
|
Q1 2025
Reduced 6.04%
|