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WisdomTree Europe Hedged Equity Fund
HEDJ

198 hedge funds and large institutions have $775M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $77K | Put options by funds: $9K

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4.51% more ownership

Funds ownership: 40.32% → 44.84% (+4.5%)

2% more funds holding

Funds holding: 195 → 198 (+3)

2% more capital invested

Capital invested by funds: $758M → $775M (+$16.6M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$15.8M
2
Morgan Stanley
Morgan Stanley
New York
+$11.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.63M
4
Jane Street
Jane Street
New York
+$7.53M
5
PC
Permanens Capital
New York
+$7.08M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.3M
2
ES
Eagle Strategies
New York
-$1.82M
3
FTUS
Flow Traders U.S.
New York
-$1.48M
4
FA
Fiduciary Alliance
South Carolina
-$1.24M
5
UBS Group
UBS Group
Switzerland
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
126
Ausdal Financial Partners
Iowa
$258K +$1.37K +29 +0.5%
BWM
127
BigSur Wealth Management
Florida
$253K – – –
CHAM
128
Clear Harbor Asset Management
Connecticut
$250K – – –
JFG
129
Jefferies Financial Group
New York
$246K -$17K -360 -6%
NA
130
NewEdge Advisors
Louisiana
$240K +$15.6K +330 +7%
AFO
131
Allie Family Office
Florida
$238K +$4.25K +90 +2%
GT
132
Glenmede Trust
Pennsylvania
$235K – – –
WFA
133
West Financial Advisors
Iowa
$233K -$6.75K -143 -3%
PBO
134
Peoples Bank (Ohio)
Ohio
$224K +$234K +4,961 New
BBA
135
BLB&B Advisors
Pennsylvania
$220K – – –
HWM
136
HB Wealth Management
Georgia
$219K – – –
SC
137
Scotia Capital
Ontario, Canada
$214K -$35.3K -748 -14%
IAS
138
Insigneo Advisory Services
Florida
$207K +$235K +4,989 New
WIM
139
Westside Investment Management
California
$206K – – –
AA
140
Addison Advisors
Vermont
$181K – – –
PA
141
Parallel Advisors
California
$181K – – –
AWM
142
Activest Wealth Management
Florida
$171K -$2.55K -54 -1%
WT
143
Whittier Trust
California
$168K -$88.4K -1,872 -33%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$140K -$43.2K -916 -23%
AEPWM
145
Atlantic Edge Private Wealth Management
Florida
$136K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$116K – – –
William Blair & Company
147
William Blair & Company
Illinois
$95.9K +$47 +1 +0%
IAIM
148
International Assets Investment Management
Florida
$90.8K +$94.8K +2,008 New
TF
149
Tompkins Financial
New York
$70.5K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.2K -$38K -806 -35%
4 5
6
7 8

HEDJ Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2024, worth a combined $775M — up 2.2% from $758M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEDJ positions and 18 closed out — a net gain of 6 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.3M.

  • 198 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $775M of WisdomTree Europe Hedged Equity Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2024 was Madison Asset Management, an estimated $15.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.