Wisdomtree Europe Hedged EquHEDJETF

13F holders, Q2 2024 (June 30)
198holders +5
21new positions
18sold out
1famous investor
$45.21avg. 13F price*

At the end of Q2 2024, 198 institutions reported holding Wisdomtree Europe Hedged Equ (HEDJ) in their 13F filings, up 5 from Q1 2024. 21 opened new positions and 18 sold out. The largest holders were Goldman Sachs Group Inc. ($147.4M), Morgan Stanley ($68.7M) and Bank of America Corp. ($53.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 → Q2 2024

InstitutionsTotal Value
New Positions21$27.5M
Exits18$7.8M

All 13F filers, Q1 2024 → Q2 2024: 1,771,251 shares bought and 323,109 shares sold, net +1,448,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

Goldman Sachs Group Inc. 0.03% Add +1.6% 3,260,710 $147.4M
Morgan Stanley 0.01% Add +18.2% 1,520,564 $68.7M
Bank of America Corp. 0.01% Reduce -0.6% 1,191,695 $53.9M
Schroder Investment Management Group 0.06% Reduce -1.1% 1,134,144 $51.3M
UBS Group AG 0.01% Reduce -2.1% 1,082,257 $48.9M
Permanens Capital L.P. 4.42% Add +18.6% 958,465 $43.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +29.9% 509,575 $23.0M
LPL Financial LLC 0.01% Add +17.4% 450,572 $20.4M
Royal Bank of Canada 0.00% Add +0.7% 440,178 $19.9M
FMR LLC 0.00% Add +0.5% 433,615 $19.6M
Wells Fargo & Company 0.01% Add +1.0% 423,298 $19.1M
Madison Asset Management, LLC 0.19% New 334,084 $15.1M
Rockefeller Capital Management L.P. 0.04% Add +142.6% 274,900 $12.4M
Stratos Wealth Partners, LTD. 0.17% Add +1.4% 235,361 $10.6M
Sterling Manor Financial, LLC 7.76% Add +3.5% 225,461 $10.2M
Envestnet Asset Management Inc. 0.00% Add +15.1% 220,695 $10.0M
Ameriprise Financial Inc. 0.00% Add +2.5% 217,699 $9.8M
Private Portfolio Partners LLC 6.85% Add +0.6% 186,138 $8.4M
Azimuth Capital Investment Management LLC 0.34% Add +3.0% 183,710 $8.3M
Hall Kathryn A. 1.71% No change 163,870 $7.4M
Condor Capital Management 0.70% Add +1.1% 162,851 $7.4M
Jane Street Group, LLC 0.01% New 159,506 $7.2M
JPMorgan Chase & Co. 0.00% Reduce -24.6% 149,287 $6.7M
Conning Inc. 0.24% No change 144,030 $6.5M
Valley Wealth Managers, Inc. 0.50% Add +16.9% 137,536 $6.2M
Retirement Financial Solutions, LLC 2.77% Add +12.3% 130,253 $5.9M
Sharper & Granite LLC 2.47% Add +6.3% 114,322 $5.2M
Raymond James Trust N.A. 0.12% No change 112,196 $5.1M
Raymond James & Associates 0.00% Reduce -4.9% 106,006 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.4% 97,791 $4.4M
MML Investors Services, LLC 0.02% Add +14.8% 88,739 $4.0M
HSBC Holdings PLC 0.00% Add +100.0% 79,604 $3.6M
Harel Insurance Investments & Financial Services Ltd. 0.07% No change 78,784 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +32.8% 77,871 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -2.3% 76,366 $3.5M
HighTower Advisors, LLC 0.00% Add +69.4% 67,672 $3.1M
Kingsview Wealth Management, LLC 0.07% Add +884.7% 65,935 $3.0M
Kestra Advisory Services, LLC 0.02% Add +2.8% 62,305 $2.8M
Truist Financial Corp. 0.00% Add +0.7% 58,722 $2.7M
Curi Capital, LLC 0.06% Reduce -4.6% 57,956 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +4.1% 56,061 $2.5M
National Bank of Canada 0.00% Add +0.4% 52,979 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -2.0% 49,431 $2.2M
CSM Advisors, LLC 0.15% Add +21.3% 46,026 $2.1M
Thoroughbred Financial Services, LLC 0.12% Add +45.6% 39,219 $1.8M
Creative Planning 0.00% Reduce -4.9% 38,366 $1.7M
Osaic Holdings, Inc. 0.00% Add +3.4% 37,941 $1.7M
Cetera Investment Advisers 0.00% Add +22.0% 34,187 $1.5M
Corient Private Wealth LP 0.00% Add +0.3% 33,803 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +35.4% 33,443 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.5% 31,578 $1.4M
Fifth Third Bancorp 0.01% Reduce -0.3% 31,176 $1.4M
Cwm, LLC 0.01% Add +175.7% 30,830 $1.4M
RiverFront Investment Group, LLC 0.04% Reduce -5.5% 30,337 $1.4M
Concord Wealth Partners 0.24% Add +2.0% 29,758 $1.3M
Cerity Partners LLC 0.00% Add +29.9% 27,838 $1.3M
Sage Capital Management, LLC 0.66% Add +5.3% 27,759 $1.3M
Comerica Bank 0.01% Reduce -0.4% 27,598 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +445.5% 26,542 $1.2M
Country Club Bank 0.08% No change 25,040 $1.1M
MMBG Investment Advisors Co. 0.11% No change 23,140 $1.0M
Flagstar Securities, Inc. 0.29% Add +1.7% 23,093 $1.0M
PFG Advisors 0.07% Add +1.3% 22,702 $1.0M
GenTrust, LLC 0.05% Reduce -15.9% 22,214 $1.0M
Graypoint LLC 0.07% Add +14.8% 22,079 $998K
Old Mission Capital LLC 0.03% New 21,934 $992K
M. Kulyk & Associates, LLC 0.23% Add +2.3% 21,905 $990K
Integrated Wealth Concepts LLC 0.01% Add +7.3% 21,669 $980K
M&T Bank Corp 0.00% No change 21,446 $970K
Atria Wealth Solutions, Inc. 0.01% Add +0.8% 20,741 $938K
Deutsche Bank AG 0.00% No change 17,700 $800K
L.M. Kohn & Company 0.21% New 17,300 $782K
Citigroup Inc. 0.00% Reduce -10.8% 16,899 $764K
Sanctuary Advisors, LLC 0.01% — 14,948 $714K
AlTi Global, Inc. 0.02% Add +0.0% 14,937 $675K
Harbour Capital Advisors, LLC 0.16% No change 14,790 $672K
Lido Advisors, LLC 0.01% Add +0.0% 14,598 $660K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -53.9% 14,480 $655K
Equitable Holdings, Inc. 0.01% Add +10.0% 14,041 $635K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.5% 14,010 $633K
Sloy Dahl & Holst, LLC 0.13% No change 13,920 $629K
Clearwater Capital Advisors, LLC 0.07% No change 13,640 $617K
IHT Wealth Management, LLC 0.02% Reduce -4.8% 12,952 $586K
Kanawha Capital Management LLC 0.05% No change 12,880 $582K
Mercer Global Advisors Inc. 0.00% Add +154.0% 12,606 $570K
Prospera Financial Services Inc 0.02% Reduce -0.8% 12,421 $561K
Meridian Wealth Management, LLC 0.06% New 11,670 $528K
Cooksen Wealth, LLC 0.53% Reduce -2.9% 11,517 $521K
Bogart Wealth, LLC 0.03% Add +0.3% 11,410 $516K
Susquehanna International Group, LLP 0.00% Add +129.5% 10,955 $495K
Mariner, LLC 0.00% Add +24.0% 10,851 $491K
US Financial Advisors, LLC 0.16% Reduce -0.6% 10,811 $489K
GYL Financial Synergies, LLC 0.04% Reduce -2.8% 10,570 $478K
Commerce Bank 0.00% No change 10,440 $472K
PNC Financial Services Group, Inc. 0.00% No change 9,668 $437K
&partners 0.02% Add +44.9% 9,359 $423K
Parkside Advisors LLC 0.10% Add +1.8% 9,057 $409K
Arete Wealth Advisors, LLC 0.03% New 9,053 $409K
Jones Financial Companies LLLP 0.00% New 8,939 $404K
Avantax Advisory Services, Inc. 0.00% Reduce -21.5% 8,749 $396K

"% 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 198 holders