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WisdomTree Europe Hedged Equity Fund
HEDJ

Overview Fund Activity

200 hedge funds and large institutions have $593M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 68 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
46
Reduced
68
Closed
16
Calls
$79K
Puts
$267K
Net Calls
-$188K
Net Calls Change
-$102K

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$7.07M
2
RFS
2
Retirement Financial Solutions
Tennessee
$9.81M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$11.7M
4
SWP
4
Stratos Wealth Partners
Ohio
$11.8M
5
UBS Group
5
UBS Group
Switzerland
$43.3M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.14M
2
PC
2
Permanens Capital
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.5M
4
LPL Financial
4
LPL Financial
California
$12M
5
KAH
5
Kathryn A. Hall
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
76
Robertson Stephens Wealth Management
California
$633K – – –
AWS
77
Atria Wealth Solutions
New York
$600K -$66.2K -1,515 -10%
CCA
78
Clearwater Capital Advisors
Illinois
$596K – – –
PCIA
79
Prime Capital Investment Advisors
Kansas
$589K -$10.7K -245 -2%
KCM
80
Kanawha Capital Management
Virginia
$567K -$4.37K -100 -0.8%
PFS
81
Prospera Financial Services
Texas
$547K +$11.5K +263 +2%
IWM
82
IHT Wealth Management
Illinois
$545K -$874 -20 -0.2%
IAA
83
Independent Advisor Alliance
North Carolina
$538K +$538K +12,302 New
KPWS
84
Kestra Private Wealth Services
Texas
$527K +$527K +12,046 New
PFA
85
Portland Financial Advisors
New York
$509K +$509K +11,647 New
CW
86
Cooksen Wealth
Texas
$508K +$4.77K +109 +0.9%
HPBT
87
Hickory Point Bank & Trust
Illinois
$497K +$497K +11,374 New
Bessemer Group
88
Bessemer Group
New Jersey
$481K +$474K +10,828 +6,369%
BWL
89
Bogart Wealth LLC
Virginia
$479K +$1.79K +41 +0.4%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$462K +$462K +10,570 New
CB
91
Commerce Bank
Missouri
$456K – – –
EH
92
Equitable Holdings
New York
$456K -$51.1K -1,169 -10%
UFA
93
US Financial Advisors
Massachusetts
$454K +$8K +183 +2%
MWM
94
Meridian Wealth Management
Kentucky
$451K -$40.9K -935 -8%
SA
95
Sanctuary Advisors
Indiana
$418K -$298K -6,286 -42%
CWMGO
96
Capstone Wealth Management Group (Oregon)
Oregon
$416K +$416K +9,512 New
PA
97
Parkside Advisors
California
$415K +$1.66K +38 +0.4%
P
98
&Partners
Tennessee
$391K -$22.9K -526 -6%
HIC
99
Holderness Investments Company
North Carolina
$372K -$5.25K -120 -1%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$366K +$4.07K +93 +1%
2 3
4
5 6