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WisdomTree Europe Hedged Equity Fund
HEDJ

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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

4% more funds holding

Funds holding: 192 → 200 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.31% less ownership

Funds ownership: 40.88% → 40.57% (-0.31%)

12% less capital invested

Capital invested by funds: $673M → $593M (-$79.5M)

32% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 68

70% less call options, than puts

Call options by funds: $79K | Put options by funds: $267K

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.63%
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
17
Calls
$79K
Puts
$267K
Net Calls
-$188K
Net Calls Change
-$102K

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$7.1M
2
RFS
Retirement Financial Solutions
Tennessee
+$3.85M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.76M
4
SWP
Stratos Wealth Partners
Ohio
+$965K
5
UBS Group
UBS Group
Switzerland
+$744K

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.9M
2
PC
Permanens Capital
New York
-$16.2M
3
Morgan Stanley
Morgan Stanley
New York
-$10.6M
4
LPL Financial
LPL Financial
California
-$8.47M
5
KAH
Kathryn A. Hall
-$7.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$360K -$30.3K -690 -8%
AAS
102
Avantax Advisory Services
Texas
$360K +$4.92K +112 +1%
CSC
103
Caldwell Sutter Capital
California
$356K – – –
BAM
104
Belpointe Asset Management
Nevada
$352K -$88 -2 -0%
AT
105
Arlington Trust
Alabama
$350K – – –
ACM
106
Alethea Capital Management
Washington
$346K -$4.17K -95 -1%
IPAM
107
Investment Partners Asset Management
New Jersey
$324K – – –
NLP
108
Next Level Private
New York
$315K +$351 +8 +0.1%
ES
109
Eagle Strategies
New York
$314K +$316K +7,190 New
RFN
110
RDA Financial Network
Iowa
$314K – – –
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$311K – – –
BPA
112
Beacon Pointe Advisors
California
$311K -$39.5K -900 -11%
AG
113
AmeriFlex Group
Nevada
$306K +$285K +6,500 New
UBP
114
Union Bancaire Privee
Switzerland
$302K +$305K +6,950 New
DC
115
Davenport & Co
Virginia
$297K +$9.62K +219 +3%
FF
116
Finley Financial
Nevada
$296K +$289K +6,580 New
MCCA
117
Mill Creek Capital Advisors
Pennsylvania
$293K -$64.7K -1,474 -18%
KWM
118
Kingsview Wealth Management
Oregon
$293K – – –
M
119
MOTCO
Texas
$279K – – –
AC
120
AlphaCore Capital
California
$276K – – –
CFGW
121
Chancellor Financial Group WB
Pennsylvania
$275K +$277K +6,301 New
CWA
122
Cura Wealth Advisors
Illinois
$262K +$263K +5,982 New
GVAG
123
Great Valley Advisor Group
Delaware
$257K +$263 +6 +0.1%
SC
124
Scotia Capital
Ontario, Canada
$250K +$11.3K +258 +5%
BWM
125
BigSur Wealth Management
Florida
$245K – – –
3 4
5
6 7

HEDJ Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q4 2024, worth a combined $593M — down 12% from $673M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new HEDJ positions and 17 closed out — a net gain of 13 holders — while 46 added to existing stakes and 68 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $7.1M. The largest seller was Schroder Investment Management Group, cutting an estimated $26.9M.

  • 200 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q4 2024, up from 192 in Q3 2024.
  • Funds reported $593M of WisdomTree Europe Hedged Equity Fund stock for Q4 2024, down 12% quarter-over-quarter.
  • 30 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $7.1M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q4 2024 was Schroder Investment Management Group, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.