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
Franklin Resources Inc. 0.00% Reduce -19.3% 7,510 $363K
Investment Partners Asset Management, Inc. 0.32% Reduce -11.9% 7,406 $358K
RDA Financial Network 0.12% No change 7,370 $356K
Next Level Private LLC 0.16% No change 7,192 $347K
1832 Asset Management L.P. 0.00% No change 7,120 $344K
Qube Research & Technologies Ltd 0.00% Reduce -1.9% 6,989 $338K
Stifel Financial Corp. 0.00% No change 6,910 $334K
DAVENPORT & Co LLC 0.00% Add +4.8% 6,733 $325K
Kingsview Wealth Management, LLC 0.01% No change 6,696 $323K
Baird Financial Group, Inc. 0.00% Add +5.3% 6,658 $322K
&partners 0.04% New 6,459 $312K
AlphaCore Capital LLC 0.08% No change 6,300 $304K
Private Advisor Group, LLC 0.00% Reduce -5.2% 5,898 $285K
Concorde Asset Management, LLC 0.19% Reduce -0.1% 5,842 $282K
Manhattan West Asset Management, LLC 0.07% New 5,819 $281K
Jefferies Financial Group Inc. 0.01% No change 5,794 $280K
Prio Wealth Limited Partnership 0.01% New 5,792 $280K
Ausdal Financial Partners, Inc. 0.03% Add +12.3% 5,669 $274K
BigSur Wealth Management LLC 0.08% No change 5,600 $270K
Whittier Trust Co. 0.00% No change 5,594 $270K
Clear Harbor Asset Management, LLC 0.02% No change 5,536 $267K
Scotia Capital Inc. 0.00% Reduce -22.0% 5,490 $265K
West Financial Advisors, LLC 0.05% No change 5,294 $256K
Glenmede Trust Co. NA 0.00% No change 5,206 $251K
Allie Family Office LLC 0.15% New 5,170 $250K
NewEdge Advisors, LLC 0.00% Add +1099.0% 4,988 $241K
Wedmont Private Capital 0.02% New 5,062 $240K
Mercer Global Advisors Inc. 0.00% New 4,963 $240K
BLB&B Advisors, LLC 0.01% No change 4,866 $235K
Great Valley Advisor Group, Inc. 0.01% No change 4,866 $235K
HB Wealth Management, LLC 0.00% Reduce -46.2% 4,849 $234K
Susquehanna International Group, LLP 0.00% Reduce -37.1% 4,774 $231K
Westside Investment Management, Inc. 0.05% No change 4,556 $220K
Sunesis Advisors, LLC 0.12% Reduce -86.6% 4,400 $213K
Howard Wealth Management, LLC 0.17% New 4,395 $212K
Thrivent Financial for Lutherans 0.00% Reduce -11.5% 4,267 $206K
Addison Advisors LLC 0.07% No change 4,000 $193K
Parallel Advisors, LLC 0.01% No change 4,000 $193K
Bank of Montreal 0.00% Add +8.3% 3,920 $190K
Activest Wealth Management 0.09% No change 3,834 $185K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 3,000 $145K
O'shaughnessy Asset Management, LLC 0.00% No change 2,566 $124K
Johnson Financial Group, Inc. 0.01% Add +52.7% 2,336 $113K
Blair William & Co. 0.00% No change 2,120 $102K
Retirement Group, LLC 0.03% No change 1,800 $87K
Palisade Asset Management, LLC 0.01% New 1,600 $77K
Tompkins Financial Corp. 0.01% No change 1,560 $75K
Avior Wealth Management, LLC 0.00% New 1,431 $69K
TD Waterhouse Canada Inc. 0.00% No change 1,000 $55K
Ayalon Insurance Comp Ltd. 0.02% Reduce -93.5% 1,060 $51K
LFA - Lugano Financial Advisors SA 0.04% No change 1,022 $49K
First Horizon Advisors, Inc. 0.00% No change 992 $48K
Private Trust Co. NA 0.01% Reduce -9.5% 951 $46K
Principal Securities, Inc. 0.00% Add +1.3% 929 $45K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -7.6% 832 $41K
M&R Capital Management Inc. 0.01% No change 825 $40K
Edmond DE Rothschild Holding S.A. 0.00% No change 800 $39K
Capital Investment Advisory Services, LLC 0.00% Reduce -2.3% 774 $37K
Geneos Wealth Management Inc. 0.00% No change 760 $37K
Farther Finance Advisors, LLC 0.00% No change 752 $36K
WealthShield Partners, LLC 0.01% No change 724 $35K
Spire Wealth Management 0.00% No change 712 $34K
Sunbelt Securities, Inc. 0.00% No change 704 $34K
CIBC Private Wealth Group LLC 0.00% New 690 $33K
Trust Co. of Vermont 0.00% New 650 $31K
CoreCap Advisors, LLC 0.00% New 549 $27K
Glass Jacobson Investment Advisors llc 0.01% New 535 $26K
Carmichael Hill & Associates, Inc. 0.01% Add +7.1% 527 $25K
EverSource Wealth Advisors, LLC 0.00% No change 532 $25K
Clearstead Trust, LLC 0.01% New 500 $24K
Pinnacle Bancorp, Inc. 0.01% No change 400 $19K
Sound Income Strategies, LLC 0.00% No change 382 $18K
Brown, Lisle/Cummings, Inc. 0.01% No change 338 $16K
Lanark Financial, Inc. 0.00% Reduce -46.1% 350 $16K
Provenance Wealth Advisors, LLC 0.00% No change 314 $15K
Vima LLC 0.01% Reduce -50.0% 157 $13K
Founders Financial Alliance, LLC 0.00% Reduce -34.7% 245 $12K
Colonial Trust Advisors 0.00% New 220 $11K
Key Financial Inc 0.00% No change 218 $11K
Glen Eagle Advisors, LLC 0.00% No change 200 $10K
Penserra Capital Management LLC 0.00% New 162 $7K
Main Street Group, LTD 0.00% No change 120 $6K
Creekmur Asset Management LLC 0.00% New 110 $5K
Tower Research Capital LLC (TRC) 0.00% Add +2.9% 106 $5K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 110 $5K
Macroview Investment Management LLC 0.01% No change 97 $5K
Signaturefd, LLC 0.00% No change 86 $4K
Simplex Trading, LLC 0.00% New 100 $4K
AllSquare Wealth Management LLC 0.00% No change 78 $4K
Harbor Investment Advisory, LLC 0.00% Reduce -57.1% 72 $3K
Plante Moran Financial Advisors, LLC 0.00% New 62 $3K
BNP Paribas Financial Markets 0.00% Reduce -65.8% 52 $3K
Webster Bank, N. A. 0.00% No change 1 $48

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