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WisdomTree Europe Hedged Equity Fund

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.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

4% more funds holding

Funds holding: 192200 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
2.63%
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
17
Calls
$79K
Puts
$267K
Net Calls
-$188K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$141M +$417K +9,498 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$54.5M -$10.6M -242,068 -16%
Bank of America
3
Bank of America
North Carolina
$50.6M -$1.33M -30,359 -3%
UBS Group
4
UBS Group
Switzerland
$43.3M +$744K +16,953 +2%
Wells Fargo
5
Wells Fargo
California
$19.1M +$394K +8,981 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$19M +$51.5K +1,172 +0.3%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$17.7M +$384K +8,751 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.5M -$528K -12,026 -3%
LPL Financial
9
LPL Financial
California
$12M -$8.47M -192,993 -41%
SWP
10
Stratos Wealth Partners
Ohio
$11.8M +$965K +21,984 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$3.76M +85,650 +47%
Raymond James Financial
12
Raymond James Financial
Florida
$10.6M +$10.6M +242,166 New
RFS
13
Retirement Financial Solutions
Tennessee
$9.81M +$3.85M +87,633 +64%
PPP
14
Private Portfolio Partners
New Jersey
$8.45M +$134K +3,052 +2%
ACIM
15
Azimuth Capital Investment Management
Michigan
$7.86M -$285K -6,495 -3%
CCM
16
Condor Capital Management
New Jersey
$7.36M +$199K +4,537 +3%
VWM
17
Valley Wealth Managers
New Jersey
$7.22M -$809K -18,426 -10%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$7.07M +$7.1M +161,710 New
CI
19
Conning Inc
Connecticut
$6.3M
Ameriprise
20
Ameriprise
Minnesota
$4.77M +$54.8K +1,247 +1%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57M +$183K +4,173 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.55M +$88.8K +2,023 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.5M +$581K +13,230 +15%
SG
24
Sharper & Granite
California
$4.31M -$770K -17,535 -15%
Jane Street
25
Jane Street
New York
$3.72M -$5.01M -114,207 -57%

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.