Institutional Ownership Wisdomtree Tr (EUDG)
This table provides information about the institutional ownership of Wisdomtree Tr (EUDG). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 1.81 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 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
|
$15.6 Million
6.87% of portfolio
|
Q2 2023
Added 6.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
270,448
shares
|
$9.71 Million
0.0% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,951
shares
|
$8.87 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
146,943
shares
|
$5.28 Million
0.01% of portfolio
|
Q3 2025
Added 66.17%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
123,026
shares
|
$4.42 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
99,469
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
53,751
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
45,793
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
31,134
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,568
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
29,243
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,442
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
27,789
shares
|
$998,180
0.0% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,671
shares
|
$958,022
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
26,346
shares
|
$946,348
0.02% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,861
shares
|
$713,407
0.02% of portfolio
|
Q3 2022
Reduced 9.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,725
shares
|
$493,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,888
shares
|
$427,016
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
|
$419,976
0.0% of portfolio
|
Q3 2023
Reduced 14.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,238
shares
|
$403,668
0.0% of portfolio
|
Q3 2025
Added 68.03%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
11,016
shares
|
$395,694
0.08% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
10,500
shares
|
$377,160
0.06% of portfolio
|
Q2 2020
Reduced 23.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,854
shares
|
$353,955
0.0% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,561
shares
|
$343,431
0.0% of portfolio
|
Q2 2024
Added 20.58%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
8,551
shares
|
$307,151
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|