CARY STREET PARTNERS FINANCIAL LLC EUSC — WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  ·  7 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND (EUSC) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows EUSC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EUSC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EUSC stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held EUSC — position size vs. price
% of Fund (quarterly)    EUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 12,872 -198 -1.5% 0.02% $718K 2026-07-17 $56.76
2026 Q1 UNCHANGED — — — 13,070 — 0% 0.02% $702K 2026-04-29 $54.39
2025 Q4 REDUCED — — — 13,070 -272 -2.0% 0.02% $671K 2026-02-09 $54.32
2025 Q3 UNCHANGED — — — 13,342 — 0% 0.02% $652K 2025-11-10 $48.71
2025 Q2 UNCHANGED — — — 13,342 — 0% 0.02% $621K 2025-08-13 $46.87
2025 Q1 REDUCED 12.9% +13.0% ❌ 13,342 -1,984 -12.9% 0.02% $565K 2025-05-09 $42.20
2024 Q4 INITIATED — — — 15,326 — — 0.02% $586K 2025-02-14 $39.25

🏢 Other funds also holding EUSC

As of 2026 Q2 — sorted by position size

CATHY PARETO & ASSOCIATES, INC 5.33% Sonoma Allocations LLC 4.22% Spinnaker Investment Group, LLC 3Y 0.4% GC Wealth Management RIA, LLC 0.14% FLAGSTAR SECURITIES, INC 3Y 0.12% Main Street Group, LTD 0.02% City State Bank 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and EUSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning EUSC?

CARY STREET PARTNERS FINANCIAL LLC reported EUSC across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported EUSC position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for EUSC was 0.02% in 2024 Q4.

What is the latest reported EUSC position on this page?

The most recent filing on this page is 2026 Q2, when CARY STREET PARTNERS FINANCIAL LLC reported 12,872 shares, equal to 0.02% of portfolio, with an estimated market value of $718K.

What does the chart on this EUSC ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly EUSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARY STREET PARTNERS FINANCIAL LLC time their EUSC position?

Based on 13F filing dates vs. subsequent EUSC price moves, CARY STREET PARTNERS FINANCIAL LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EUSC relative to SPY over the holding period was +11.5%.

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