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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
JFG
126
Jefferies Financial Group
New York
$244K – – –
WFA
127
West Financial Advisors
Iowa
$231K – – –
OMC
128
Old Mission Capital
Illinois
$231K -$741K -16,783 -77%
NA
129
NewEdge Advisors
Louisiana
$228K -$10.3K -234 -4%
IAS
130
Insigneo Advisory Services
Florida
$224K – – –
BBA
131
BLB&B Advisors
Pennsylvania
$218K – – –
HWM
132
HB Wealth Management
Georgia
$218K – – –
BCI
133
Brinker Capital Investments
Pennsylvania
$216K +$212K +4,810 New
OPS
134
Orion Portfolio Solutions
Nebraska
$216K +$212K +4,810 New
NAS
135
NWF Advisory Services
California
$214K +$211K +4,773 New
WIM
136
Westside Investment Management
California
$205K – – –
GT
137
Glenmede Trust
Pennsylvania
$194K -$39.3K -890 -17%
AA
138
Addison Advisors
Vermont
$180K – – –
PA
139
Parallel Advisors
California
$180K – – –
WT
140
Whittier Trust
California
$167K – – –
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$135K – – –
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$115K – – –
William Blair & Company
143
William Blair & Company
Illinois
$108K +$13K +295 +14%
AWM
144
Activest Wealth Management
Florida
$103K -$65.5K -1,483 -39%
TF
145
Tompkins Financial
New York
$70K – – –
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.7K – – –
IA
147
IFP Advisors
Florida
$53.9K – – –
UCB
148
United Community Bank
South Carolina
$53K – – –
AIC
149
Ayalon Insurance Company
Israel
$48K – – –
LFASL
150
Lugano Financial Advisors SA (LFA)
Switzerland
$45.9K – – –
4 5
6
7 8

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.