Wisdomtree Europe Hedged EquHEDJETF

13F holders, Q1 2024 (March 31)
193holders
$48.29avg. 13F price*

At the end of Q1 2024, 193 institutions reported holding Wisdomtree Europe Hedged Equ (HEDJ) in their 13F filings. The largest holders were Goldman Sachs Group Inc. ($155.1M), Morgan Stanley ($62.1M) and Bank of America Corp. ($57.9M).

Company
Wisdomtree Europe Hedged Equ
CUSIP
97717X701
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 193Q1 2024Q2 2024: 198Q2 2024Q3 2024: 192Q3 2024Q4 2024: 200Q4 2024Q1 2025: 215Q1 2025Q2 2025: 213Q2 2025Q3 2025: 214Q3 2025Q4 2025: 223Q4 2025Q1 2026: 220Q1 2026Q2 2026: 226Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$78.8M
Exits22$20.5M

Ownership 193 holders

Goldman Sachs Group Inc. 0.03% Reduce -0.8% 3,210,451 $155.1M
Morgan Stanley 0.01% Add +5.6% 1,286,435 $62.1M
Bank of America Corp. 0.01% Reduce -24.8% 1,198,766 $57.9M
Schroder Investment Management Group 0.07% New 1,146,520 $55.4M
UBS Group AG 0.02% Reduce -0.9% 1,105,783 $53.4M
Permanens Capital L.P. 4.80% Add +98.3% 808,481 $39.0M
Royal Bank of Canada 0.01% Reduce -0.8% 436,959 $21.1M
FMR LLC 0.00% Add +0.2% 431,324 $20.8M
Wells Fargo & Company 0.01% Add +7.8% 418,984 $20.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +8.8% 392,262 $18.9M
LPL Financial LLC 0.01% Add +35.0% 383,718 $18.5M
Stratos Wealth Partners, LTD. 0.19% Add +25.8% 231,988 $11.2M
Sterling Manor Financial, LLC 7.90% New 217,884 $10.5M
Ameriprise Financial Inc. 0.00% Add +399.1% 212,288 $10.3M
JPMorgan Chase & Co. 0.00% Reduce -4.7% 198,114 $9.6M
Envestnet Asset Management Inc. 0.00% Reduce -14.9% 191,726 $9.3M
Private Portfolio Partners LLC 1.86% Add +2.3% 184,980 $8.9M
Azimuth Capital Investment Management LLC 0.36% Reduce -0.0% 178,320 $8.6M
Hall Kathryn A. 1.83% Reduce -6.0% 163,870 $7.9M
Condor Capital Management 0.76% Reduce -0.5% 161,043 $7.8M
Conning Inc. 0.24% No change 144,030 $7.0M
Valley Wealth Managers, Inc. 0.43% Reduce -9.1% 117,608 $5.7M
Retirement Financial Solutions, LLC 2.88% Add +8.9% 116,024 $5.6M
Rockefeller Capital Management L.P. 0.02% New 113,333 $5.5M
Raymond James Trust N.A. 0.13% No change 112,196 $5.4M
Raymond James & Associates 0.00% Reduce -5.4% 111,468 $5.4M
Sharper & Granite LLC 2.46% Add +9.3% 107,520 $5.1M
Federation des caisses Desjardins du Quebec 0.03% Reduce -2.4% 100,177 $4.8M
Harel Insurance Investments & Financial Services Ltd. 0.07% No change 78,784 $3.8M
Janney Montgomery Scott LLC 0.01% Add +17.4% 78,177 $3.8M
MML Investors Services, LLC 0.02% Add +2.1% 77,320 $3.7M
Curi Capital, LLC 0.07% Add +0.9% 60,747 $2.9M
Kestra Advisory Services, LLC 0.02% Reduce -14.3% 60,612 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +86.2% 58,656 $2.8M
Truist Financial Corp. 0.00% Reduce -25.6% 58,320 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +3.4% 53,846 $2.6M
National Bank of Canada 0.00% Reduce -1.0% 52,762 $2.5M
Bank of New York Mellon Corp 0.00% Add +1.2% 50,422 $2.4M
Creative Planning 0.00% Reduce -0.1% 40,333 $1.9M
HighTower Advisors, LLC 0.00% Add +90.3% 39,940 $1.9M
HSBC Holdings PLC 0.00% No change 39,802 $1.9M
CSM Advisors, LLC 0.12% Add +0.1% 37,933 $1.8M
Eagle Strategies LLC 0.40% New 37,732 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -20.4% 36,690 $1.8M
Corient Private Wealth LP 0.00% Reduce -1.9% 33,705 $1.6M
RiverFront Investment Group, LLC 0.04% Reduce -2.0% 32,094 $1.6M
Robertson Stephens Wealth Management, LLC 0.08% No change 31,440 $1.5M
Fifth Third Bancorp 0.01% Reduce -0.9% 31,272 $1.5M
Flow Traders U.S. LLC 0.08% New 30,694 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.0% 30,229 $1.5M
Concord Wealth Partners 0.25% Add +5.0% 29,179 $1.4M
Cetera Investment Advisers 0.00% New 28,018 $1.4M
Comerica Bank 0.01% Add +3.1% 27,701 $1.3M
Thoroughbred Financial Services, LLC 0.13% Add +33.4% 26,943 $1.3M
GenTrust, LLC 0.08% No change 26,414 $1.3M
Sage Capital Management, LLC 0.69% No change 26,358 $1.3M
Fiduciary Alliance LLC 0.22% Reduce -27.2% 25,482 $1.2M
Country Club Bank 0.09% No change 25,040 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.7% 24,701 $1.2M
MMBG Investment Advisors Co. 0.12% Reduce -21.3% 23,140 $1.1M
Flagstar Securities, Inc. 0.31% Add +0.9% 22,708 $1.1M
PFG Advisors 0.08% Add +2.0% 22,412 $1.1M
M&T Bank Corp 0.00% Reduce -3.7% 21,446 $1.0M
Cerity Partners LLC 0.00% Reduce -16.5% 21,424 $1.0M
M. Kulyk & Associates, LLC 0.24% Add +10.1% 21,419 $1.0M
Atria Wealth Solutions, Inc. 0.01% Add +27.9% 20,585 $994K
Integrated Wealth Concepts LLC 0.01% Reduce -7.2% 20,195 $975K
DHK Financial Advisors, Inc. 0.68% No change 19,999 $966K
Graypoint LLC 0.07% Add +1.3% 19,241 $929K
Citigroup Inc. 0.00% Reduce -0.6% 18,956 $916K
Deutsche Bank AG 0.00% No change 17,700 $855K
Belpointe Asset Management LLC 0.06% Reduce -27.4% 17,595 $850K
AlTi Global, Inc. 0.02% No change 14,932 $721K
Holderness Investments Co. 0.17% Add +0.2% 14,807 $715K
Harbour Capital Advisors, LLC 0.17% No change 14,790 $707K
Lido Advisors, LLC 0.01% No change 14,597 $705K
Prime Capital Investment Advisors, LLC 0.01% Reduce -5.7% 14,368 $694K
Sloy Dahl & Holst, LLC 0.16% Add +1.8% 13,920 $672K
Clearwater Capital Advisors, LLC 0.07% No change 13,640 $659K
IHT Wealth Management, LLC 0.03% Reduce -0.3% 13,612 $657K
D.A. Davidson & Co. 0.01% New 13,188 $637K
Kanawha Capital Management LLC 0.05% No change 12,880 $622K
Equitable Holdings, Inc. 0.01% Reduce -3.8% 12,761 $616K
Prospera Financial Services Inc 0.02% Add +1.8% 12,525 $605K
Cooksen Wealth, LLC 0.60% Reduce -1.7% 11,856 $573K
Bogart Wealth, LLC 0.03% Reduce -1.4% 11,372 $549K
Cwm, LLC 0.00% Add +172.2% 11,181 $540K
Avantax Advisory Services, Inc. 0.00% Reduce -17.9% 11,141 $538K
US Financial Advisors, LLC 0.18% Add +5.2% 10,872 $525K
GYL Financial Synergies, LLC 0.04% No change 10,870 $525K
Commerce Bank 0.00% No change 10,440 $504K
PNC Financial Services Group, Inc. 0.00% No change 9,668 $467K
Parkside Advisors LLC 0.11% No change 8,897 $430K
Mariner, LLC 0.00% Add +5.6% 8,750 $423K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.9% 8,475 $409K
Mill Creek Capital Advisors, LLC 0.01% No change 8,186 $395K
Caldwell Sutter Capital, Inc. 0.19% No change 8,136 $393K
Alethea Capital Management, LLC 0.31% No change 8,020 $387K
Beacon Pointe Advisors, LLC 0.00% No change 8,012 $387K
Wealthcare Advisory Partners LLC 0.01% Reduce -6.8% 7,698 $372K

"% of holder's portfolio" is HEDJ's weight in each manager's 13F, not the share of Wisdomtree Europe Hedged Equ the manager owns.

Show all 193 holders