DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (EUDG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
43
Reporting holders
$28.7M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $7.1M | 182,917 | 0.01% | 14q | +5.6%+$375.0K |
| Cambridge Investment Research Advisors, Inc. | $6.6M | 169,810 | 0.01% | 25q | +92.5%+$3.2M |
| HARBOUR INVESTMENTS, INC. | $2.5M | 63,449 | 0.03% | 21q | +4.7%+$111.2K |
| Kestra Advisory Services, LLC | $1.4M | 35,989 | 0.00% | 23q | +1.5%+$20.3K |
| Old Port Advisors | $1.1M | 28,911 | 0.22% | 30q | -0.6%-$6.8K |
| Geneos Wealth Management Inc. | $981.3K | 25,245 | 0.02% | 6q | -7.1%-$74.9K |
| MORGAN STANLEY | $864.0K | 22,229 | 0.00% | 35q | -6.3%-$58.5K |
| BANK OF MONTREAL /CAN/ | $828.8K | 21,322 | 0.00% | 26q | HELD |
| Berkeley, Inc | $686.5K | 17,662 | 0.22% | 5q | HELD |
| Sanctuary Advisors, LLC | $469.2K | 12,072 | 0.00% | 9q | HELD |
| Cetera Investment Advisers | $425.1K | 10,937 | 0.00% | 10q | -3.3%-$14.5K |
| Southland Equity Partners LLC | $409.6K | 10,537 | 0.07% | 22q | HELD |
| FLOW TRADERS U.S. LLC | $398.0K | 10,242 | 0.02% | 4q | -86.0%-$2.4M |
| Valmark Advisers, Inc. | $371.6K | 9,561 | 0.00% | 10q | HELD |
| CAPITAL MANAGEMENT CORP /VA | $367.3K | 9,450 | 0.06% | 31q | HELD |
| JANE STREET GROUP, LLC | $358.2K | 9,216 | 0.00% | 4q | -66.1%-$699.0K |
| Integrated Wealth Concepts LLC | $357.0K | 9,184 | 0.00% | 2q | HELD |
| Virtu Financial LLC | $341.0K | 8,761 | 0.01% | new | NEW |
| BIP Wealth, LLC | $340.0K | 8,747 | 0.01% | 10q | +1.4%+$4.7K |
| OSAIC HOLDINGS, INC. | $338.7K | 8,712 | 0.00% | 26q | -23.6%-$104.6K |
| ROYAL BANK OF CANADA | $314.0K | 8,067 | 0.00% | 31q | HELD |
| Wealthcare Advisory Partners LLC | $270.0K | 6,947 | 0.01% | 2q | HELD |
| Forum Finance Group S.A. | $263.0K | 8,375 | 0.09% | 2q | +36.1%+$69.7K |
| LPL Financial LLC | $241.7K | 6,219 | 0.00% | 31q | -41.2%-$169.5K |
| BEACON FINANCIAL GROUP | $240.2K | 6,179 | 0.02% | 6q | HELD |
| CITADEL ADVISORS LLC | $233.6K | 6,011 | 0.00% | new | NEW |
| CITIZENS FINANCIAL GROUP INC/RI | $231.7K | 5,960 | 0.00% | 5q | HELD |
| ROTHSCHILD INVESTMENT LLC | $143.9K | 3,703 | 0.01% | 9q | +2.3%+$3.2K |
| SBI Securities Co., Ltd. | $111.1K | 2,857 | 0.00% | 7q | +193.9%+$73.3K |
| TD Waterhouse Canada Inc. | $109.1K | 2,835 | 0.00% | new | NEW |
| BFC Planning, Inc. | $58.3K | 1,500 | 0.00% | 7q | HELD |
| Federation des caisses Desjardins du Quebec | $58.1K | 1,495 | 0.00% | 34q | HELD |
| NewEdge Advisors, LLC | $44.9K | 1,156 | 0.00% | new | NEW |
| Bernard Wealth Management Corp. | $42.4K | 1,090 | 0.02% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $36.9K | 950 | 0.00% | 16q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $26.3K | 681 | 0.00% | 3q | HELD |
| Millstone Evans Group, LLC | $24.3K | 626 | 0.01% | 7q | HELD |
| Aptus Capital Advisors, LLC | $21.7K | 559 | 0.00% | 28q | HELD |
| North Star Investment Management Corp. | $19.4K | 500 | 0.00% | 28q | HELD |
| Glen Eagle Advisors, LLC | $12.6K | 325 | 0.00% | 11q | HELD |
| FMR LLC | $117 | 3 | 0.00% | 10q | -25.0% |
| WELLS FARGO & COMPANY/MN | $37 | 1 | 0.00% | 15q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $17 | none filed | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $3.1M | 82,764 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 43 | $28.7M | 740,992 | 4 | 8 | 9 | 0.0% |
| Q1 2026 | 42 | $27.2M | 749,409 | 3 | 12 | 9 | 0.0% |
| Q4 2025 | 46 | $35.5M | 947,062 | 6 | 9 | 15 | 0.0% |
| Q3 2025 | 43 | $38.4M | 1,092,808 | 6 | 12 | 9 | 0.0% |
| Q2 2025 | 39 | $37.7M | 1,084,910 | 3 | 12 | 8 | 0.0% |
| Q1 2025 | 38 | $29.4M | 903,816 | 3 | 10 | 11 | 0.0% |
| Q4 2024 | 40 | $26.8M | 899,026 | 2 | 9 | 14 | 0.0% |
| Q3 2024 | 38 | $63.0M | 2,750,387 | 2 | 6 | 12 | 0.0% |
| Q2 2024 | 36 | $31.4M | 979,353 | 3 | 12 | 9 | 0.0% |
| Q1 2024 | 36 | $45.7M | 1,400,218 | 4 | 9 | 14 | 0.0% |
| Q4 2023 | 36 | $44.8M | 1,408,714 | 2 | 12 | 12 | 0.0% |
| Q3 2023 | 38 | $43.2M | 1,511,762 | 4 | 11 | 11 | 0.0% |
| Q2 2023 | 36 | $51.0M | 1,630,112 | 2 | 12 | 11 | 0.0% |
| Q1 2023 | 38 | $47.6M | 1,577,044 | 6 | 12 | 9 | 0.0% |
| Q4 2022 | 35 | $42.6M | 1,561,109 | 7 | 7 | 14 | 0.0% |
| Q3 2022 | 30 | $355.8M | 15,402,432 | 2 | 8 | 10 | 0.0% |
| Q2 2022 | 37 | $325.1M | 12,372,935 | 2 | 13 | 9 | 0.0% |
| Q1 2022 | 37 | $355.1M | 11,350,102 | 11 | 12 | 7 | 0.0% |
| Q4 2021 | 30 | $6.1B | 176,384,073 | 2 | 9 | 9 | 0.0% |
| Q3 2021 | 30 | $5.8B | 179,709,781 | 5 | 8 | 6 | 0.0% |
| Q2 2021 | 26 | $5.8B | 173,196,938 | 3 | 10 | 7 | 0.0% |
| Q1 2021 | 25 | $5.1B | 162,512,144 | 3 | 8 | 6 | 0.0% |
| Q4 2020 | 22 | $4.3B | 140,334,517 | 5 | 5 | 6 | 0.0% |
| Q3 2020 | 19 | $4.1B | 149,852,347 | 2 | 8 | 3 | 0.0% |
| Q2 2020 | 22 | $5.9B | 231,002,237 | 6 | 4 | 10 | 0.0% |
| Q1 2020 | 20 | $102.9M | 4,706,204 | 6 | 4 | 5 | 0.0% |
| Q4 2019 | 20 | $141.5M | 5,068,359 | 2 | 6 | 4 | 0.0% |
| Q3 2019 | 20 | $137.7M | 5,480,406 | 5 | 5 | 4 | 0.0% |
| Q2 2019 | 18 | $145.8M | 5,635,453 | 1 | 7 | 5 | 0.0% |
| Q1 2019 | 23 | $140.9M | 5,626,923 | 4 | 5 | 7 | 0.0% |
| Q4 2018 | 18 | $114.3M | 5,132,768 | 1 | 2 | 0 | 0.0% |