Wisdomtree Europe Hedged EquHEDJETF

13F holders, Q4 2024 (December 31)
200holders +8
13new positions
16sold out
1famous investor
$43.70avg. 13F price*

At the end of Q4 2024, 200 institutions reported holding Wisdomtree Europe Hedged Equ (HEDJ) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 16 sold out. The largest holders were Goldman Sachs Group Inc. ($141.1M), Morgan Stanley ($54.5M) and Bank of America Corp. ($50.6M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$10.4M
Exits16$26.5M

All 13F filers, Q3 2024 → Q4 2024: 557,259 shares bought and 2,112,207 shares sold, net −1,554,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

Goldman Sachs Group Inc. 0.03% Add +0.3% 3,228,014 $141.1M
Morgan Stanley 0.00% Reduce -16.3% 1,245,837 $54.5M
Bank of America Corp. 0.00% Reduce -2.5% 1,158,069 $50.6M
UBS Group AG 0.01% Add +1.7% 991,403 $43.3M
Wells Fargo & Company 0.00% Add +2.1% 436,841 $19.1M
FMR LLC 0.00% Add +0.3% 435,290 $19.0M
Rockefeller Capital Management L.P. 0.05% Add +2.2% 405,296 $17.7M
Royal Bank of Canada 0.00% Reduce -2.9% 399,227 $17.5M
LPL Financial LLC 0.00% Reduce -41.3% 273,937 $12.0M
Stratos Wealth Partners, LTD. 0.17% Add +8.9% 269,603 $11.8M
Cwm, LLC 0.05% Add +47.2% 266,943 $11.7M
Raymond James Financial Inc. 0.00% — 242,166 $10.6M
Retirement Financial Solutions, LLC 5.29% Add +64.1% 224,288 $9.8M
Private Portfolio Partners LLC 1.55% Add +1.6% 193,359 $8.5M
Azimuth Capital Investment Management LLC 0.31% Reduce -3.5% 179,815 $7.9M
Condor Capital Management 0.65% Add +2.8% 168,314 $7.4M
Valley Wealth Managers, Inc. 0.54% Reduce -10.0% 165,054 $7.2M
Pathstone Holdings, LLC 0.03% New 161,710 $7.1M
Conning Inc. 0.23% No change 144,030 $6.3M
Ameriprise Financial Inc. 0.00% Add +1.2% 109,044 $4.8M
Federation des caisses Desjardins du Quebec 0.02% Add +4.2% 104,435 $4.6M
JPMorgan Chase & Co. 0.00% Add +2.0% 104,158 $4.6M
MML Investors Services, LLC 0.02% Add +14.8% 102,895 $4.5M
Sharper & Granite LLC 1.90% Reduce -15.1% 98,490 $4.3M
Jane Street Group, LLC 0.01% Reduce -57.3% 85,033 $3.7M
Envestnet Asset Management Inc. 0.00% Add +0.9% 83,498 $3.7M
Flow Traders U.S. LLC 0.14% Reduce -1.5% 80,580 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -10.9% 67,942 $3.0M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -0.3% 65,359 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.0% 65,152 $2.8M
Madison Asset Management, LLC 0.03% No change 63,216 $2.8M
Madison Investment Advisors, LLC 0.03% — 63,216 $2.8M
Truist Financial Corp. 0.00% Add +10.7% 61,278 $2.7M
Kestra Advisory Services, LLC 0.01% Add +1.6% 59,751 $2.6M
Curi Capital, LLC 0.06% Reduce -0.6% 57,621 $2.5M
Bank of New York Mellon Corp 0.00% Add +2.6% 50,498 $2.2M
CSM Advisors, LLC 0.10% Add +4.4% 49,598 $2.2M
National Bank of Canada 0.00% Add +1.4% 48,145 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -27.0% 42,364 $1.9M
Cathy Pareto & Associates, Inc. 1.69% — 42,055 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 41,781 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -2.9% 37,715 $1.6M
Jones Financial Companies LLLP 0.00% Add +58.3% 37,718 $1.6M
Creative Planning 0.00% Reduce -4.0% 36,526 $1.6M
Sage Capital Management, LLC 0.76% Add +0.5% 34,284 $1.5M
Thoroughbred Financial Services, LLC 0.09% Reduce -13.7% 34,274 $1.5M
Citadel Advisors 0.00% Reduce -25.1% 33,197 $1.5M
HSBC Holdings PLC 0.00% Reduce -18.3% 32,540 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.6% 31,963 $1.4M
Comerica Bank 0.01% Add +6.7% 29,418 $1.3M
RiverFront Investment Group, LLC 0.03% Reduce -3.8% 28,838 $1.3M
Fifth Third Bancorp 0.00% Reduce -8.1% 28,656 $1.3M
M. Kulyk & Associates, LLC 0.25% Add +16.8% 26,098 $1.1M
Schroder Investment Management Group 0.00% Reduce -95.9% 26,143 $1.1M
Cetera Investment Advisers 0.00% Reduce -22.7% 24,560 $1.1M
PFG Advisors 0.06% Add +0.6% 23,300 $1.0M
MMBG Investment Advisors Co. 0.11% No change 23,140 $1.0M
Integrated Wealth Concepts LLC 0.01% Add +2.6% 23,102 $1.0M
Flagstar Securities, Inc. 0.25% Reduce -0.5% 22,737 $994K
Corient Private Wealth LP 0.00% Reduce -12.9% 30,953 $978K
GenTrust, LLC 0.04% No change 22,214 $972K
M&T Bank Corp 0.00% Reduce -2.2% 20,864 $912K
HighTower Advisors, LLC 0.00% Reduce -14.3% 20,723 $906K
Country Club Bank 0.06% Reduce -10.5% 20,440 $889K
Susquehanna International Group, LLP 0.00% Reduce -54.5% 20,067 $877K
Deutsche Bank AG 0.00% No change 17,700 $774K
Fiduciary Trust Co 0.01% New 16,794 $734K
AlTi Global, Inc. 0.02% Add +0.0% 14,939 $685K
Cerity Partners LLC 0.00% Reduce -25.6% 15,593 $682K
Citigroup Inc. 0.00% Reduce -15.2% 15,432 $675K
Harbour Capital Advisors, LLC 0.14% No change 14,790 $645K
Steward Partners Investment Advisory, LLC 0.01% Add +73.0% 14,673 $642K
Lido Advisors, LLC 0.00% Reduce -2.5% 14,600 $639K
Sloy Dahl & Holst, LLC 0.08% No change 14,490 $634K
Robertson Stephens Wealth Management, LLC 0.02% No change 14,480 $633K
Atria Wealth Solutions, Inc. 0.01% Reduce -9.9% 13,730 $600K
Clearwater Capital Advisors, LLC 0.06% No change 13,640 $596K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.8% 13,476 $589K
Kanawha Capital Management LLC 0.04% Reduce -0.8% 12,980 $567K
Prospera Financial Services Inc 0.01% Add +2.1% 12,520 $547K
IHT Wealth Management, LLC 0.02% Reduce -0.2% 12,462 $545K
Independent Advisor Alliance 0.01% New 12,302 $538K
Kestra Private Wealth Services, LLC 0.01% New 12,046 $527K
Portland Financial Advisors Inc 1.37% — 11,647 $509K
Cooksen Wealth, LLC 0.47% Add +0.9% 11,626 $508K
Hickory Point Bank & Trust 0.44% — 11,374 $497K
Bessemer Group Inc. 0.00% Add +6369.4% 10,998 $481K
Bogart Wealth, LLC 0.02% Add +0.4% 10,953 $479K
Focus Partners Wealth 0.00% New 10,570 $462K
Commerce Bank 0.00% No change 10,440 $456K
Equitable Holdings, Inc. 0.00% Reduce -10.1% 10,432 $456K
US Financial Advisors, LLC 0.14% Add +1.8% 10,388 $454K
Meridian Wealth Management, LLC 0.02% Reduce -8.3% 10,318 $451K
Sanctuary Advisors, LLC 0.00% Reduce -41.6% 8,826 $418K
Capstone Wealth Management Group LLC 0.32% — 9,512 $416K
Parkside Advisors LLC 0.10% Add +0.4% 9,487 $415K
&partners 0.00% Reduce -5.5% 8,971 $391K
Holderness Investments Co. 0.08% Reduce -1.4% 8,511 $372K
Wealthcare Advisory Partners LLC 0.01% Add +1.1% 8,372 $366K
Stifel Financial Corp. 0.00% Reduce -7.7% 8,241 $360K
Avantax Advisory Services, Inc. 0.00% Add +1.4% 8,227 $360K
Caldwell Sutter Capital, Inc. 0.17% No change 8,136 $356K
Belpointe Asset Management LLC 0.02% Reduce -0.0% 7,819 $352K
Arlington Trust Co LLC 0.07% No change 8,000 $350K
Alethea Capital Management, LLC 0.30% Reduce -1.2% 7,925 $346K
Investment Partners Asset Management, Inc. 0.25% No change 7,406 $324K
Next Level Private LLC 0.13% Add +0.1% 7,201 $315K
Eagle Strategies LLC 0.05% New 7,190 $314K
RDA Financial Network 0.09% No change 7,190 $314K
1832 Asset Management L.P. 0.00% No change 7,120 $311K
Beacon Pointe Advisors, LLC 0.00% Reduce -11.2% 7,112 $311K
Ameriflex Group, Inc. 0.14% — 6,500 $306K
Union Bancaire Privee, UBP SA 0.01% — 6,950 $302K
DAVENPORT & Co LLC 0.00% Add +3.3% 6,783 $297K
Finley Financial, LLC 0.15% — 6,580 $296K
Mill Creek Capital Advisors, LLC 0.01% Reduce -18.0% 6,706 $293K
Kingsview Wealth Management, LLC 0.01% No change 6,696 $293K
Motco 0.03% No change 6,372 $279K
AlphaCore Capital LLC 0.06% No change 6,300 $276K
Chancellor Financial Group WB LP 0.22% — 6,301 $275K
Cura Wealth Advisors, LLC 0.12% — 5,982 $262K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 5,889 $257K
Scotia Capital Inc. 0.00% Add +4.7% 5,710 $250K
BigSur Wealth Management LLC 0.07% No change 5,600 $245K
Ausdal Financial Partners, Inc. 0.02% Reduce -3.5% 5,555 $243K
Clear Harbor Asset Management, LLC 0.02% No change 5,536 $242K
Concorde Asset Management, LLC 0.13% No change 5,530 $242K
Jefferies Financial Group Inc. 0.00% No change 5,434 $238K
Waverly Advisors, LLC 0.00% New 5,382 $235K
Two Sigma Securities, LLC 0.04% Reduce -17.1% 5,236 $229K
Valmark Advisers, Inc. 0.00% New 5,176 $226K
West Financial Advisors, LLC 0.04% Reduce -1.9% 5,051 $221K
Insigneo Advisory Services, LLC 0.02% No change 4,989 $218K
BLB&B Advisors, LLC 0.01% No change 4,866 $213K
HB Wealth Management, LLC 0.00% No change 4,849 $212K
Baird Financial Group, Inc. 0.00% Reduce -14.3% 4,684 $205K
Mariner, LLC 0.00% Reduce -62.0% 4,659 $204K
MAI Capital Management 0.00% New 4,624 $202K
Addison Advisors LLC 0.05% No change 4,000 $175K
Parallel Advisors, LLC 0.00% No change 4,000 $175K
Whittier Trust Co. 0.00% Reduce -1.8% 3,654 $160K
Bernard Wealth Management Corp. 0.07% — 3,618 $158K
Glenmede Trust Co. NA 0.00% Reduce -21.0% 3,410 $149K
Westside Investment Management, Inc. 0.03% Reduce -26.3% 3,356 $147K
Franklin Resources Inc. 0.00% Reduce -44.7% 3,220 $141K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 3,000 $131K
Bank of Montreal 0.00% Reduce -90.1% 2,892 $126K
O'shaughnessy Asset Management, LLC 0.00% No change 2,566 $112K
Blair William & Co. 0.00% Add +0.0% 2,417 $106K
Johnson Financial Group, Inc. 0.00% No change 1,530 $72K
Tompkins Financial Corp. 0.01% No change 1,560 $68K
IFP Advisors, Inc 0.00% No change 1,200 $52K
United Community Bank 0.02% No change 1,180 $52K
Ayalon Insurance Comp Ltd. 0.01% No change 1,060 $46K
LFA - Lugano Financial Advisors SA 0.03% No change 1,022 $45K
TD Waterhouse Canada Inc. 0.00% No change 1,000 $44K
First Horizon Advisors, Inc. 0.00% No change 992 $43K
Private Trust Co. NA 0.00% No change 951 $42K
Atala Financial Inc 0.03% — 880 $38K
Principal Securities, Inc. 0.00% Reduce -2.9% 839 $37K
Edmond DE Rothschild Holding S.A. 0.00% No change 800 $35K
GAMMA Investing LLC 0.00% Add +25.9% 768 $34K
WealthShield Partners, LLC 0.00% No change 724 $32K
Capital Investment Advisory Services, LLC 0.00% Reduce -20.6% 586 $26K
Headlands Technologies LLC 0.00% Reduce -19.5% 569 $25K
Farther Finance Advisors, LLC 0.00% Reduce -26.6% 552 $24K
EverSource Wealth Advisors, LLC 0.00% No change 532 $23K
AE Wealth Management LLC 0.00% New 532 $23K
Clearstead Trust, LLC 0.00% No change 500 $22K
Noble Wealth Management PBC 0.01% — 494 $22K
Trust Co. of Vermont 0.00% Reduce -29.2% 460 $20K
SBI Securities Co., Ltd. 0.00% — 437 $19K
NewEdge Advisors, LLC 0.00% Reduce -91.6% 429 $19K
Pinnacle Bancorp, Inc. 0.01% No change 400 $17K
Geneos Wealth Management Inc. 0.00% Reduce -52.6% 360 $16K
Glass Jacobson Investment Advisors llc 0.01% Add +0.6% 352 $15K
Decker Retirement Planning Inc. 0.01% — 346 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 338 $15K
Provenance Wealth Advisors, LLC 0.00% No change 314 $14K
Zions Bancorporation, N.A. 0.00% New 306 $13K
Tower Research Capital LLC (TRC) 0.00% Add +114.8% 305 $13K
Founders Financial Alliance, LLC 0.00% No change 275 $12K
CoreCap Advisors, LLC 0.00% Reduce -54.6% 249 $11K
Activest Wealth Management 0.00% Reduce -89.8% 235 $10K
Creative Capital Management Investments LLC 0.00% New 225 $10K
Key Financial Inc 0.00% No change 218 $10K
Assetmark, Inc. 0.00% No change 216 $9K
Glen Eagle Advisors, LLC 0.00% Add +0.5% 206 $9K
Strategic Investment Solutions, Inc. 0.00% No change 200 $9K
Main Street Group, LTD 0.00% No change 120 $5K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 110 $5K
Creekmur Asset Management LLC 0.00% No change 113 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $4K
AllSquare Wealth Management LLC 0.00% No change 78 $3K
Harbor Investment Advisory, LLC 0.00% No change 72 $3K
Global Retirement Partners, LLC 0.00% No change 67 $3K
Synergy Asset Management, LLC 0.00% New 60 $3K
Avior Wealth Management, LLC 0.00% Reduce -93.1% 50 $2K
Quest 10 Wealth Builders, Inc. 0.00% — 39 $2K
Concord Wealth Partners 0.00% Reduce -92.7% 37 $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.