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WisdomTree Europe Hedged Equity Fund
HEDJ

192 hedge funds and large institutions have $673M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 198 → 192 (-6)

3.95% less ownership

Funds ownership: 44.84% → 40.88% (-4%)

13% less capital invested

Capital invested by funds: $775M → $673M (-$102M)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less call options, than puts

Call options by funds: $85K | Put options by funds: $171K

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
48
Reduced
62
Closed
11
Calls
$85K
Puts
$171K
Net Calls
-$86K
Net Calls Change
-$154K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$6.65M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.37M
3
FTUS
Flow Traders U.S.
New York
+$3.61M
4
VWM
Valley Wealth Managers
New Jersey
+$2.03M
5
Jane Street
Jane Street
New York
+$1.76M

Top Sellers

1
PC
Permanens Capital
New York
-$26.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$15.1M
4
MAM
Madison Asset Management
Wisconsin
-$12M
5
SMF
Sterling Manor Financial
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.84M -$4.85M -109,902 -50%
JP Morgan Chase
27
JP Morgan Chase
New York
$4.59M -$2.08M -47,152 -32%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M +$109K +2,471 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.03M +$40.9K +926 +1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.72M -$6.09M -137,912 -62%
FTUS
31
Flow Traders U.S.
New York
$3.67M +$3.61M +81,817 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.42M -$4.99K -113 -0.1%
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$2.94M -$585K -13,245 -17%
MAM
34
Madison Asset Management
Wisconsin
$2.84M -$12M -270,868 -81%
KAS
35
Kestra Advisory Services
Texas
$2.64M -$155K -3,511 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.61M -$876K -19,835 -25%
CRC
37
Curi RMB Capital
Illinois
$2.6M – – –
HNB
38
Huntington National Bank
Ohio
$2.58M – – –
Truist Financial
39
Truist Financial
North Carolina
$2.49M -$149K -3,363 -6%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.21M -$8.79K -199 -0.4%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$2.13M -$242K -5,483 -10%
CA
42
CSM Advisors
Pennsylvania
$2.13M +$65.4K +1,481 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$1.99M +$1.62M +36,690 +481%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.98M +$1.47M +33,186 +303%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.9M -$606K -13,724 -24%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.79M -$1.76M -39,802 -50%
TFS
47
Thoroughbred Financial Services
Tennessee
$1.78M +$20.8K +472 +1%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.74M +$40.2K +910 +2%
Creative Planning
49
Creative Planning
Kansas
$1.71M -$14.5K -328 -0.9%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.6M +$77.2K +1,747 +5%
1
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HEDJ Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2024, worth a combined $673M — down 13% from $775M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEDJ and 6 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.65M. The largest seller was Permanens Capital, cutting an estimated $26.4M.

  • 192 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2024, down from 198 in Q2 2024.
  • Funds reported $673M of WisdomTree Europe Hedged Equity Fund stock for Q3 2024, down 13% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2024 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $6.65M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2024 was Permanens Capital, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2024.