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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
MCCA
101
Mill Creek Capital Advisors
Pennsylvania
$367K – – –
CSC
102
Caldwell Sutter Capital
California
$365K – – –
AAS
103
Avantax Advisory Services
Texas
$364K -$28K -634 -7%
ACM
104
Alethea Capital Management
Washington
$360K – – –
BPA
105
Beacon Pointe Advisors
California
$360K – – –
AT
106
Arlington Trust
Alabama
$359K – – –
BAM
107
Belpointe Asset Management
Nevada
$351K +$88 +2 +0%
IPAM
108
Investment Partners Asset Management
New Jersey
$333K – – –
NLP
109
Next Level Private
New York
$323K +$44 +1 +0%
RFN
110
RDA Financial Network
Iowa
$323K -$7.95K -180 -2%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$320K – – –
KWM
112
Kingsview Wealth Management
Oregon
$301K -$2.62M -59,239 -90%
DC
113
Davenport & Co
Virginia
$295K +$16.1K +364 +6%
M
114
MOTCO
Texas
$286K – – –
TSS
115
Two Sigma Securities
New York
$284K -$87.1K -1,972 -24%
AC
116
AlphaCore Capital
California
$283K – – –
PAG
117
Private Advisor Group
New Jersey
$264K -$3.98K -90 -2%
GVAG
118
Great Valley Advisor Group
Delaware
$264K -$912K -20,659 -78%
Franklin Resources
119
Franklin Resources
California
$262K – – –
AFP
120
Ausdal Financial Partners
Iowa
$258K +$2.47K +56 +1%
BWM
121
BigSur Wealth Management
Florida
$251K – – –
CHAM
122
Clear Harbor Asset Management
Connecticut
$249K – – –
CAM
123
Concorde Asset Management
Michigan
$248K -$14K -317 -5%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$246K -$40.3K -913 -14%
SC
125
Scotia Capital
Ontario, Canada
$245K +$31.4K +710 +15%
3 4
5
6 7

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.