Wisdomtree Europe Hedged EquHEDJETF

13F holders, Q3 2024 (September 30)
192holders −6
6new positions
11sold out
1famous investor
$44.93avg. 13F price*

At the end of Q3 2024, 192 institutions reported holding Wisdomtree Europe Hedged Equ (HEDJ) in their 13F filings, down 6 from Q2 2024. 6 opened new positions and 11 sold out. The largest holders were Goldman Sachs Group Inc. ($144.5M), Morgan Stanley ($66.8M) and Bank of America Corp. ($53.4M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions6$4.3M
Exits11$12.3M

All 13F filers, Q2 2024 → Q3 2024: 642,937 shares bought and 2,802,628 shares sold, net −2,159,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 192 holders

Goldman Sachs Group Inc. 0.03% Reduce -1.3% 3,218,516 $144.5M
Morgan Stanley 0.00% Reduce -2.1% 1,487,905 $66.8M
Bank of America Corp. 0.00% Reduce -0.3% 1,188,428 $53.4M
UBS Group AG 0.01% Reduce -10.0% 974,450 $43.8M
Schroder Investment Management Group 0.03% Reduce -43.6% 639,633 $29.1M
LPL Financial LLC 0.01% Add +3.6% 466,930 $21.0M
FMR LLC 0.00% Add +0.1% 434,118 $19.5M
Wells Fargo & Company 0.00% Add +1.1% 427,860 $19.2M
Royal Bank of Canada 0.00% Reduce -6.6% 411,253 $18.5M
Rockefeller Capital Management L.P. 0.05% Add +44.3% 396,545 $17.8M
Permanens Capital L.P. 3.29% Reduce -62.4% 360,485 $16.2M
Stratos Wealth Partners, LTD. 0.16% Add +5.2% 247,619 $11.1M
Jane Street Group, LLC 0.01% Add +24.9% 199,240 $8.9M
Private Portfolio Partners LLC 1.60% Add +2.2% 190,307 $8.5M
Azimuth Capital Investment Management LLC 0.32% Add +1.4% 186,310 $8.4M
Valley Wealth Managers, Inc. 0.61% Add +33.4% 183,480 $8.2M
Cwm, LLC 0.04% Add +488.0% 181,293 $8.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -67.2% 167,013 $7.5M
Hall Kathryn A. 1.54% No change 163,870 $7.4M
Condor Capital Management 0.66% Add +0.6% 163,777 $7.4M
Conning Inc. 0.22% No change 144,030 $6.5M
Retirement Financial Solutions, LLC 2.69% Add +4.9% 136,655 $6.1M
Sharper & Granite LLC 2.32% Add +1.5% 116,025 $5.2M
Raymond James Trust N.A. 0.11% No change 112,196 $5.0M
Raymond James & Associates 0.00% Add +1.9% 108,022 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -50.5% 107,797 $4.8M
JPMorgan Chase & Co. 0.00% Reduce -31.6% 102,135 $4.6M
Federation des caisses Desjardins du Quebec 0.02% Add +2.5% 100,262 $4.5M
MML Investors Services, LLC 0.01% Add +1.0% 89,665 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -62.5% 82,783 $3.7M
Flow Traders U.S. LLC 0.19% New 81,817 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -0.1% 76,253 $3.4M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -16.8% 65,539 $2.9M
Madison Asset Management, LLC 0.03% Reduce -81.1% 63,216 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -5.6% 58,794 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -25.5% 58,036 $2.6M
Curi Capital, LLC 0.06% No change 57,956 $2.6M
Truist Financial Corp. 0.00% Reduce -5.7% 55,359 $2.5M
Bank of New York Mellon Corp 0.00% Reduce -0.4% 49,232 $2.2M
National Bank of Canada 0.00% Reduce -10.3% 47,496 $2.1M
CSM Advisors, LLC 0.14% Add +3.2% 47,507 $2.1M
Citadel Advisors 0.00% Add +481.4% 44,312 $2.0M
Susquehanna International Group, LLP 0.00% Add +302.9% 44,141 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -24.5% 42,337 $1.9M
HSBC Holdings PLC 0.00% Reduce -50.0% 39,802 $1.8M
Thoroughbred Financial Services, LLC 0.11% Add +1.2% 39,691 $1.8M
Osaic Holdings, Inc. 0.00% Add +2.4% 38,851 $1.7M
Creative Planning 0.00% Reduce -0.8% 38,038 $1.7M
Corient Private Wealth LP 0.00% Add +5.2% 35,550 $1.6M
Sage Capital Management, LLC 0.74% Add +22.9% 34,131 $1.5M
Cetera Investment Advisers 0.00% Reduce -7.1% 31,765 $1.4M
Fifth Third Bancorp 0.01% No change 31,176 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.4% 31,146 $1.4M
RiverFront Investment Group, LLC 0.03% Reduce -1.2% 29,986 $1.3M
Bank of Montreal 0.00% Add +871.8% 29,194 $1.3M
Comerica Bank 0.00% Reduce -0.1% 27,577 $1.2M
Jones Financial Companies LLLP 0.00% Add +166.6% 23,835 $1.1M
HighTower Advisors, LLC 0.00% Reduce -64.3% 24,188 $1.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -30.4% 23,258 $1.0M
PFG Advisors 0.07% Add +2.0% 23,158 $1.0M
Country Club Bank 0.07% Reduce -8.8% 22,840 $1.0M
MMBG Investment Advisors Co. 0.11% No change 23,140 $1.0M
Flagstar Securities, Inc. 0.26% Reduce -1.1% 22,840 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +3.9% 22,509 $1.0M
M. Kulyk & Associates, LLC 0.20% Add +2.0% 22,340 $1.0M
GenTrust, LLC 0.05% No change 22,214 $997K
Graypoint LLC 0.06% Reduce -2.4% 21,551 $968K
M&T Bank Corp 0.00% Reduce -0.6% 21,324 $957K
Cerity Partners LLC 0.00% Reduce -24.8% 20,946 $940K
Citigroup Inc. 0.00% Add +7.7% 18,205 $817K
Deutsche Bank AG 0.00% No change 17,700 $795K
Atria Wealth Solutions, Inc. 0.01% Reduce -26.5% 15,245 $685K
Lido Advisors, LLC 0.01% Add +2.6% 14,977 $672K
AlTi Global, Inc. 0.02% Add +0.0% 14,938 $671K
Harbour Capital Advisors, LLC 0.15% No change 14,790 $658K
Sanctuary Advisors, LLC 0.00% Add +1.1% 15,112 $654K
Sloy Dahl & Holst, LLC 0.11% Add +4.1% 14,490 $651K
Robertson Stephens Wealth Management, LLC 0.02% No change 14,480 $650K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.1% 13,721 $616K
Clearwater Capital Advisors, LLC 0.06% No change 13,640 $612K
Kanawha Capital Management LLC 0.04% Add +1.6% 13,080 $587K
IHT Wealth Management, LLC 0.02% Reduce -3.6% 12,482 $560K
Mariner, LLC 0.00% Add +13.1% 12,267 $551K
Prospera Financial Services Inc 0.01% Reduce -1.3% 12,257 $550K
Equitable Holdings, Inc. 0.01% Reduce -17.4% 11,601 $521K
Cooksen Wealth, LLC 0.48% No change 11,517 $517K
Meridian Wealth Management, LLC 0.02% Reduce -3.6% 11,253 $505K
Bogart Wealth, LLC 0.02% Reduce -4.4% 10,912 $490K
GYL Financial Synergies, LLC 0.04% No change 10,570 $475K
Commerce Bank 0.00% No change 10,440 $469K
US Financial Advisors, LLC 0.14% Reduce -5.6% 10,205 $458K
PNC Financial Services Group, Inc. 0.00% No change 9,668 $434K
&partners 0.01% Add +1.5% 9,497 $426K
Parkside Advisors LLC 0.10% Add +4.3% 9,449 $424K
Stifel Financial Corp. 0.00% Add +28.6% 8,931 $401K
Mercer Global Advisors Inc. 0.00% Reduce -30.2% 8,799 $389K
Holderness Investments Co. 0.08% Add +21.9% 8,631 $388K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 8,483 $381K
Wealthcare Advisory Partners LLC 0.01% Add +0.8% 8,279 $372K
Mill Creek Capital Advisors, LLC 0.01% No change 8,180 $367K

"% 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 192 holders