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WisdomTree Europe Hedged Equity Fund

215 hedge funds and large institutions have $695M invested in WisdomTree Europe Hedged Equity Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $593M → $695M (+$101M)

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

8% more funds holding

Funds holding: 200215 (+15)

0.56% more ownership

Funds ownership: 40.57%41.13% (+0.56%)

56% less call options, than puts

Call options by funds: $71K | Put options by funds: $161K

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
31
Increased
61
Reduced
55
Closed
12
Calls
$71K
Puts
$161K
Net Calls
-$90K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$139M -$14.4M -302,893 -9%
Morgan Stanley
2
Morgan Stanley
New York
$61.5M +$2.31M +48,434 +4%
Bank of America
3
Bank of America
North Carolina
$60.1M +$5.13M +107,493 +9%
UBS Group
4
UBS Group
Switzerland
$46.3M -$794K -16,648 -2%
LPL Financial
5
LPL Financial
California
$33.6M +$20.6M +432,931 +158%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$31.6M +$30.2M +633,021 +2,421%
Wells Fargo
7
Wells Fargo
California
$21.5M +$786K +16,487 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20.9M +$206K +4,318 +1%
BIG
9
Boothe Investment Group
Delaware
$19.7M +$19.8M +414,971 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$19.2M -$21.8K -457 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.1M +$113K +2,375 +0.6%
Raymond James Financial
12
Raymond James Financial
Florida
$13.2M +$1.68M +35,199 +15%
RFS
13
Retirement Financial Solutions
Tennessee
$11M +$345K +7,227 +3%
ACIM
14
Azimuth Capital Investment Management
Michigan
$8.81M +$270K +5,660 +3%
CCM
15
Condor Capital Management
New Jersey
$7.99M -$2.91K -61 -0%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$7.68M
VWM
17
Valley Wealth Managers
New Jersey
$7.2M -$640K -13,421 -8%
CI
18
Conning Inc
Connecticut
$6.84M
Allianz Asset Management
19
Allianz Asset Management
Germany
$6.7M +$6.73M +141,200 New
JP Morgan Chase
20
JP Morgan Chase
New York
$5.8M +$853K +17,896 +17%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.22M +$340K +7,129 +7%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.82M -$141K -2,960 -3%
SG
23
Sharper & Granite
California
$4.75M +$72K +1,510 +2%
AI
24
Atria Investments
North Carolina
$4.67M +$4.69M +98,336 New
Jane Street
25
Jane Street
New York
$4.41M +$373K +7,817 +9%

HEDJ Hedge Fund Activity: Q1 2025 in Review

215 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2025, worth a combined $695M — up 17% from $593M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HEDJ positions and 12 closed out — a net gain of 19 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $30.2M. The largest seller was Goldman Sachs, cutting an estimated $14.4M.

  • 215 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2025, up from 200 in Q4 2024.
  • Funds reported $695M of WisdomTree Europe Hedged Equity Fund stock for Q1 2025, up 17% quarter-over-quarter.
  • 31 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2025 and 12 closed out, a net change of +19 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2025 was Schroder Investment Management Group, an estimated $30.2M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2025 was Goldman Sachs, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2025.