Institutional Ownership Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $54 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
|
$14.3 Million
6.87% of portfolio
|
Q2 2023
Added 6.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
286,438
shares
|
$9.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,951
shares
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
184,893
shares
|
$6.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
54,812
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
45,965
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,365
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
34,213
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
31,134
shares
|
$1.03 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,568
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,134
shares
|
$894,607
0.0% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,986
shares
|
$790,818
0.0% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
23,480
shares
|
$774,135
0.0% of portfolio
|
Q4 2024
Added 32.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,336
shares
|
$703,447
0.0% of portfolio
|
Q4 2024
Added 149.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,861
shares
|
$654,817
0.02% of portfolio
|
Q3 2022
Reduced 9.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,888
shares
|
$391,947
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
11,873
shares
|
$391,452
0.0% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,692
shares
|
$385,485
0.0% of portfolio
|
Q3 2023
Reduced 14.04%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
11,035
shares
|
$363,823
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
10,500
shares
|
$346,185
0.06% of portfolio
|
Q2 2020
Reduced 23.75%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,561
shares
|
$315,226
0.0% of portfolio
|
Q2 2024
Added 20.58%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,398
shares
|
$276,882
0.02% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,230
shares
|
$271,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,197
shares
|
$270,255
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,750
shares
|
$255,517
0.0% of portfolio
|
Q4 2024
Added 1.12%
|