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WisdomTree Europe Hedged Equity Fund
HEDJ

Overview Fund Activity

196 hedge funds and large institutions have $759M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 22 closing their positions.

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
43
Reduced
58
Closed
22
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$94K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$55.4M
2
PC
2
Permanens Capital
New York
$39M
3
SMF
3
Sterling Manor Financial
New York
$10.5M
4
Ameriprise
4
Ameriprise
Minnesota
$10.3M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.47M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.1M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
Jane Street
3
Jane Street
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$155M 3,210,451 -27,277 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$62.1M 1,286,435 -1,149,637 -47%
Bank of America
3
Bank of America
North Carolina
$57.9M 1,198,766 -395,314 -25%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$55.4M 1,146,520 +1,146,520 New
UBS Group
5
UBS Group
Switzerland
$53.4M 1,105,783 -10,660 -1%
PC
6
Permanens Capital
New York
$39M 808,481 +400,845 +98%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.1M 436,959 -3,587 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20.8M 431,324 +984 +0.2%
Wells Fargo
9
Wells Fargo
California
$20.2M 418,984 +30,443 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$18.9M 392,262 +31,721 +9%
LPL Financial
11
LPL Financial
California
$18.5M 383,718 +99,379 +35%
SWP
12
Stratos Wealth Partners
Ohio
$11.2M 231,988 +47,617 +26%
SMF
13
Sterling Manor Financial
New York
$10.5M 217,884 +217,884 New
Ameriprise
14
Ameriprise
Minnesota
$10.3M 212,288 +169,750 +399%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$9.57M 198,114 -9,661 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.26M 191,726 -33,656 -15%
PPP
17
Private Portfolio Partners
New Jersey
$8.93M 184,980 +4,142 +2%
ACIM
18
Azimuth Capital Investment Management
Michigan
$8.61M 178,320 -20 -0%
KAH
19
Kathryn A. Hall
$7.91M 163,870 -10,450 -6%
CCM
20
Condor Capital Management
New Jersey
$7.78M 161,043 -758 -0.5%
CI
21
Conning Inc
Connecticut
$6.96M 144,030 – –
VWM
22
Valley Wealth Managers
New Jersey
$5.68M 117,608 -11,712 -9%
RFS
23
Retirement Financial Solutions
Tennessee
$5.6M 116,024 +9,508 +9%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$5.47M 113,333 +113,333 New
RJT
25
Raymond James Trust
Florida
$5.42M 112,196 – –
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