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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.

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

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.14M
2
PC
Permanens Capital
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$54.5M
4
LPL Financial
LPL Financial
California
$12M
5
KAH
Kathryn A. Hall
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$243K -$8.7K -199 -3%
CHAM
127
Clear Harbor Asset Management
Connecticut
$242K – – –
CAM
128
Concorde Asset Management
Michigan
$242K – – –
JFG
129
Jefferies Financial Group
New York
$238K – – –
WA
130
Waverly Advisors
Alabama
$235K +$235K +5,382 New
TSS
131
Two Sigma Securities
New York
$229K -$47.3K -1,082 -17%
VA
132
Valmark Advisers
Ohio
$226K +$226K +5,176 New
WFA
133
West Financial Advisors
Iowa
$221K -$4.37K -100 -2%
IAS
134
Insigneo Advisory Services
Florida
$218K – – –
BBA
135
BLB&B Advisors
Pennsylvania
$213K – – –
HWM
136
HB Wealth Management
Georgia
$212K – – –
Baird Financial Group
137
Baird Financial Group
Wisconsin
$205K -$34.3K -784 -14%
Mariner
138
Mariner
Kansas
$204K -$333K -7,608 -62%
MCM
139
MAI Capital Management
Ohio
$202K +$202K +4,624 New
AA
140
Addison Advisors
Vermont
$175K – – –
PA
141
Parallel Advisors
California
$175K – – –
WT
142
Whittier Trust
California
$160K -$2.97K -68 -2%
BWM
143
Bernard Wealth Management
Michigan
$158K +$158K +3,618 New
GT
144
Glenmede Trust
Pennsylvania
$149K -$39.6K -906 -21%
WIM
145
Westside Investment Management
California
$147K -$52.5K -1,200 -26%
Franklin Resources
146
Franklin Resources
California
$141K -$114K -2,600 -45%
AEPWM
147
Atlantic Edge Private Wealth Management
Florida
$131K – – –
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$126K -$1.15M -26,302 -90%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$112K – – –
William Blair & Company
150
William Blair & Company
Illinois
$106K +$44 +1 +0%
4 5
6
7 8