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
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 8,494 $384K
Two Sigma Securities, LLC 0.02% New 8,290 $375K
Wealthcare Advisory Partners LLC 0.01% Add +6.7% 8,210 $371K
Mill Creek Capital Advisors, LLC 0.01% Reduce -0.1% 8,180 $370K
Caldwell Sutter Capital, Inc. 0.18% No change 8,136 $368K
Alethea Capital Management, LLC 0.28% No change 8,020 $363K
Beacon Pointe Advisors, LLC 0.00% No change 8,012 $362K
Arlington Trust Co LLC 0.09% New 8,000 $362K
Belpointe Asset Management LLC 0.02% Reduce -55.6% 7,819 $354K
Citadel Advisors 0.00% New 7,622 $345K
Investment Partners Asset Management, Inc. 0.30% No change 7,406 $335K
RDA Financial Network 0.11% No change 7,370 $333K
Next Level Private LLC 0.15% No change 7,192 $325K
1832 Asset Management L.P. 0.00% No change 7,120 $322K
Holderness Investments Co. 0.08% Reduce -52.2% 7,081 $320K
Stifel Financial Corp. 0.00% Add +0.5% 6,943 $314K
Baird Financial Group, Inc. 0.00% Reduce -4.2% 6,381 $288K
Motco 0.02% New 6,372 $288K
AlphaCore Capital LLC 0.07% No change 6,300 $285K
DAVENPORT & Co LLC 0.00% Reduce -7.9% 6,200 $280K
Private Advisor Group, LLC 0.00% Add +1.3% 5,974 $270K
Concorde Asset Management, LLC 0.16% Add +0.1% 5,847 $264K
Manhattan West Asset Management, LLC 0.07% Add +0.2% 5,833 $264K
Franklin Resources Inc. 0.00% Reduce -22.5% 5,820 $263K
Ausdal Financial Partners, Inc. 0.03% Add +0.5% 5,698 $258K
BigSur Wealth Management LLC 0.08% No change 5,600 $253K
Clear Harbor Asset Management, LLC 0.02% No change 5,536 $250K
Jefferies Financial Group Inc. 0.01% Reduce -6.2% 5,434 $246K
NewEdge Advisors, LLC 0.00% Add +6.6% 5,318 $240K
Allie Family Office LLC 0.14% Add +1.7% 5,260 $238K
Glenmede Trust Co. NA 0.00% No change 5,206 $235K
West Financial Advisors, LLC 0.05% Reduce -2.7% 5,151 $233K
Peoples Bank 0.12% New 4,961 $224K
BLB&B Advisors, LLC 0.01% No change 4,866 $220K
HB Wealth Management, LLC 0.00% No change 4,849 $219K
Scotia Capital Inc. 0.00% Reduce -13.6% 4,742 $214K
Insigneo Advisory Services, LLC 0.02% New 4,989 $207K
Westside Investment Management, Inc. 0.05% No change 4,556 $206K
Addison Advisors LLC 0.06% No change 4,000 $181K
Parallel Advisors, LLC 0.00% No change 4,000 $181K
Activest Wealth Management 0.06% Reduce -1.4% 3,780 $171K
Whittier Trust Co. 0.00% Reduce -33.5% 3,722 $168K
Bank of Montreal 0.00% Reduce -23.4% 3,004 $140K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 3,000 $136K
O'shaughnessy Asset Management, LLC 0.00% No change 2,566 $116K
Blair William & Co. 0.00% Add +0.1% 2,121 $96K
International Assets Investment Management, LLC 0.01% New 2,008 $91K
Tompkins Financial Corp. 0.01% No change 1,560 $71K
Johnson Financial Group, Inc. 0.00% Reduce -34.5% 1,530 $69K
Avior Wealth Management, LLC 0.00% No change 1,431 $65K
Headlands Technologies LLC 0.01% New 1,419 $64K
IFP Advisors, Inc 0.00% New 1,200 $54K
United Community Bank 0.02% New 1,180 $53K
Ayalon Insurance Comp Ltd. 0.02% No change 1,060 $48K
LFA - Lugano Financial Advisors SA 0.04% No change 1,022 $46K
TD Waterhouse Canada Inc. 0.00% No change 1,000 $45K
First Horizon Advisors, Inc. 0.00% No change 992 $45K
Private Trust Co. NA 0.00% No change 951 $43K
Principal Securities, Inc. 0.00% Reduce -7.0% 864 $39K
M&R Capital Management Inc. 0.01% No change 825 $37K
Edmond DE Rothschild Holding S.A. 0.00% No change 800 $36K
Geneos Wealth Management Inc. 0.00% No change 760 $34K
Farther Finance Advisors, LLC 0.00% No change 752 $34K
Capital Investment Advisory Services, LLC 0.00% Reduce -4.7% 738 $33K
WealthShield Partners, LLC 0.01% No change 724 $33K
Sunbelt Securities, Inc. 0.00% No change 704 $32K
CIBC Private Wealth Group LLC 0.00% No change 690 $31K
Trust Co. of Vermont 0.00% No change 650 $29K
Glass Jacobson Investment Advisors llc 0.01% Add +10.8% 593 $27K
Simplex Trading, LLC 0.00% Add +468.0% 568 $25K
CoreCap Advisors, LLC 0.00% No change 549 $25K
Carmichael Hill & Associates, Inc. 0.01% Add +0.9% 532 $24K
EverSource Wealth Advisors, LLC 0.00% No change 532 $24K
Clearstead Trust, LLC 0.01% No change 500 $23K
Pinnacle Bancorp, Inc. 0.01% No change 400 $18K
Sound Income Strategies, LLC 0.00% No change 382 $17K
GAMMA Investing LLC 0.00% New 378 $17K
Brown, Lisle/Cummings, Inc. 0.01% No change 338 $15K
Lanark Financial, Inc. 0.00% No change 350 $15K
Provenance Wealth Advisors, LLC 0.00% No change 314 $14K
Founders Financial Alliance, LLC 0.00% Add +12.2% 275 $12K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -71.2% 240 $11K
Key Financial Inc 0.00% No change 218 $10K
Tower Research Capital LLC (TRC) 0.00% Add +99.1% 211 $10K
Glen Eagle Advisors, LLC 0.00% Add +2.5% 205 $9K
Bessemer Group Inc. 0.00% New 170 $8K
Strategic Investment Solutions, Inc. 0.00% — 100 $8K
Global Retirement Partners, LLC 0.00% New 146 $7K
Main Street Group, LTD 0.00% No change 120 $5K
Creekmur Asset Management LLC 0.00% Add +2.7% 113 $5K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 110 $5K
GPS Wealth Strategies Group, LLC 0.00% New 100 $5K
Macroview Investment Management LLC 0.00% Add +3.1% 100 $5K
Signaturefd, LLC 0.00% No change 86 $4K
AllSquare Wealth Management LLC 0.00% No change 78 $4K
Hobbs Group Advisors, LLC 0.00% — 76 $3K
Harbor Investment Advisory, LLC 0.00% No change 72 $3K
BNP Paribas Financial Markets 0.00% No change 52 $2K

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