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WisdomTree Europe Hedged Equity Fund

213 hedge funds and large institutions have $734M invested in WisdomTree Europe Hedged Equity Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $695M → $734M (+$38.6M)

1.67% more ownership

Funds ownership: 41.13%42.81% (+1.7%)

1% less funds holding

Funds holding: 215213 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
213
Holders Change
-2
Holders Change %
-0.93%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
23
Increased
70
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$135M -$5.26M -110,115 -4%
Bank of America
2
Bank of America
North Carolina
$64.4M +$3.45M +72,106 +6%
Morgan Stanley
3
Morgan Stanley
New York
$63.5M +$1.2M +25,189 +2%
UBS Group
4
UBS Group
Switzerland
$50M +$3.08M +64,529 +7%
LPL Financial
5
LPL Financial
California
$31.5M -$2.53M -52,860 -7%
Wells Fargo
6
Wells Fargo
California
$24.5M +$2.69M +56,345 +12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$24M +$20.4M +427,009 +597%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$21.5M +$332K +6,946 +2%
BIG
9
Boothe Investment Group
Delaware
$20M -$5.5K -115 -0%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$19.6M +$108K +2,260 +0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18.6M -$692K -14,487 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$18M +$4.63M +96,825 +35%
PP
13
Patten & Patten
Tennessee
$12.1M +$10.8M +226,860 +932%
RFS
14
Retirement Financial Solutions
Tennessee
$10.4M -$753K -15,752 -7%
ACIM
15
Azimuth Capital Investment Management
Michigan
$9.04M +$111K +2,315 +1%
CCM
16
Condor Capital Management
New Jersey
$8.14M +$40.8K +853 +0.5%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$7.43M -$347K -7,258 -4%
CI
18
Conning Inc
Connecticut
$6.93M
VWM
19
Valley Wealth Managers
New Jersey
$6.77M -$525K -10,974 -7%
Ameriprise
20
Ameriprise
Minnesota
$6.63M +$4.5M +94,154 +215%
Barclays
21
Barclays
United Kingdom
$6.25M +$6.21M +129,920 New
JP Morgan Chase
22
JP Morgan Chase
New York
$5.54M -$334K -6,977 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$5.47M +$2.14M +44,758 +65%
AI
24
Atria Investments
North Carolina
$5.39M +$656K +13,726 +14%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.18M +$4.13M +86,474 +406%

HEDJ Hedge Fund Activity: Q2 2025 in Review

213 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2025, worth a combined $734M — up 5.6% from $695M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HEDJ positions and 20 closed out — a net gain of 3 holders — while 70 added to existing stakes and 57 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $20.4M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $31.6M sold.

  • 213 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2025, down from 215 in Q1 2025.
  • Funds reported $734M of WisdomTree Europe Hedged Equity Fund stock for Q2 2025, up 5.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2025 and 20 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2025 was Bank of New York Mellon, an estimated $20.4M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2025 was Schroder Investment Management Group, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2025.