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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$7.1M |
| 2 |
RFS
Retirement Financial Solutions
Knoxville,
Tennessee
|
+$3.85M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.76M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$965K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$26.9M |
| 2 |
PC
Permanens Capital
New York
|
-$16.2M |
| 3 |
Morgan Stanley
New York
|
-$10.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$8.47M |
| 5 |
KAH
Kathryn A. Hall
|
-$7.36M |
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.