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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$10.6M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.07M
3
RFS
3
Retirement Financial Solutions
Tennessee
$9.81M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
MIA
5
Madison Investment Advisors
Wisconsin
$2.76M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$1.14M
2
PC
2
Permanens Capital
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.5M
4
LPL Financial
4
LPL Financial
California
$12M
5
KAH
5
Kathryn A. Hall
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$141M 3,228,014 +9,498 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$54.5M 1,245,837 -242,068 -16%
Bank of America
3
Bank of America
North Carolina
$50.6M 1,158,069 -30,359 -3%
UBS Group
4
UBS Group
Switzerland
$43.3M 991,403 +16,953 +2%
Wells Fargo
5
Wells Fargo
California
$19.1M 436,841 +8,981 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$19M 435,290 +1,172 +0.3%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$17.7M 405,296 +8,751 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.5M 399,227 -12,026 -3%
LPL Financial
9
LPL Financial
California
$12M 273,937 -192,993 -41%
SWP
10
Stratos Wealth Partners
Ohio
$11.8M 269,603 +21,984 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$11.7M 266,943 +85,650 +47%
Raymond James Financial
12
Raymond James Financial
Florida
$10.6M 242,166 +242,166 New
RFS
13
Retirement Financial Solutions
Tennessee
$9.81M 224,288 +87,633 +64%
PPP
14
Private Portfolio Partners
New Jersey
$8.45M 193,359 +3,052 +2%
ACIM
15
Azimuth Capital Investment Management
Michigan
$7.86M 179,815 -6,495 -3%
CCM
16
Condor Capital Management
New Jersey
$7.36M 168,314 +4,537 +3%
VWM
17
Valley Wealth Managers
New Jersey
$7.22M 165,054 -18,426 -10%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$7.07M 161,710 +161,710 New
CI
19
Conning Inc
Connecticut
$6.3M 144,030 – –
Ameriprise
20
Ameriprise
Minnesota
$4.77M 109,044 +1,247 +1%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57M 104,435 +4,173 +4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$4.55M 104,158 +2,023 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.5M 102,895 +13,230 +15%
SG
24
Sharper & Granite
California
$4.31M 98,490 -17,535 -15%
Jane Street
25
Jane Street
New York
$3.72M 85,033 -114,207 -57%
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