Wisdomtree Europe Hedged EquHEDJETF

13F holders, Q1 2025 (March 31)
215holders +15
28new positions
12sold out
1famous investor
$47.50avg. 13F price*

At the end of Q1 2025, 215 institutions reported holding Wisdomtree Europe Hedged Equ (HEDJ) in their 13F filings, up 15 from Q4 2024. 28 opened new positions and 12 sold out. The largest holders were Goldman Sachs Group Inc. ($138.9M), Morgan Stanley ($61.5M) and Bank of America Corp. ($60.1M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions28$41.4M
Exits12$8.3M

All 13F filers, Q4 2024 → Q1 2025: 2,497,011 shares bought and 1,202,655 shares sold, net +1,294,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 215 holders

Goldman Sachs Group Inc. 0.03% Reduce -9.4% 2,925,121 $138.9M
Morgan Stanley 0.00% Add +3.9% 1,294,271 $61.5M
Bank of America Corp. 0.01% Add +9.3% 1,265,562 $60.1M
UBS Group AG 0.01% Reduce -1.7% 974,755 $46.3M
LPL Financial LLC 0.01% Add +158.0% 706,868 $33.6M
Schroder Investment Management Group 0.03% Add +2421.4% 659,164 $31.6M
Wells Fargo & Company 0.01% Add +3.8% 453,328 $21.5M
FMR LLC 0.00% Add +1.0% 439,608 $20.9M
Boothe Investment Group, Inc. 8.99% New 414,971 $19.7M
Rockefeller Capital Management L.P. 0.05% Reduce -0.1% 404,839 $19.2M
Royal Bank of Canada 0.00% Add +0.6% 401,602 $19.1M
Raymond James Financial Inc. 0.01% Add +14.5% 277,365 $13.2M
Retirement Financial Solutions, LLC 4.28% Add +3.2% 231,515 $11.0M
Azimuth Capital Investment Management LLC 0.35% Add +3.1% 185,475 $8.8M
Condor Capital Management 0.74% Reduce -0.0% 168,253 $8.0M
Pathstone Holdings, LLC 0.03% No change 161,710 $7.7M
Valley Wealth Managers, Inc. 0.55% Reduce -8.1% 151,633 $7.2M
Conning Inc. 0.25% No change 144,030 $6.8M
Allianz Asset Management GmbH 0.01% New 141,200 $6.7M
JPMorgan Chase & Co. 0.00% Add +17.2% 122,054 $5.8M
MML Investors Services, LLC 0.02% Add +6.9% 110,024 $5.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.8% 101,475 $4.8M
Sharper & Granite LLC 1.96% Add +1.5% 100,000 $4.7M
Atria Investments, Inc 0.06% New 98,336 $4.7M
Jane Street Group, LLC 0.01% Add +9.2% 92,850 $4.4M
Envestnet Asset Management Inc. 0.00% Reduce -6.1% 78,425 $3.7M
Cathy Pareto & Associates, Inc. 3.28% Add +86.0% 78,219 $3.7M
Bank of New York Mellon Corp 0.00% Add +41.5% 71,478 $3.4M
Janney Montgomery Scott LLC 0.01% Add +1.4% 68,915 $3.3M
Citadel Advisors 0.00% Add +98.3% 65,839 $3.1M
Defined Financial Planning LLC 3.11% New 64,287 $3.1M
Harel Insurance Investments & Financial Services Ltd. 0.04% Reduce -8.7% 59,692 $2.8M
PFG Advisors 0.16% Add +154.5% 59,294 $2.8M
Jones Financial Companies LLLP 0.00% Add +51.7% 57,216 $2.7M
Curi Capital, LLC 0.07% Reduce -1.0% 57,063 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +26.9% 53,758 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -14.0% 51,388 $2.4M
National Bank of Canada 0.00% Add +5.9% 50,971 $2.4M
Cetera Investment Advisers 0.00% Add +104.2% 50,157 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -23.9% 49,563 $2.4M
CSM Advisors, LLC 0.13% Reduce -0.1% 49,556 $2.4M
Creative Planning 0.00% Add +28.0% 46,740 $2.2M
Truist Financial Corp. 0.00% Reduce -25.6% 45,621 $2.2M
Osaic Holdings, Inc. 0.00% Add +17.1% 44,171 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -59.9% 43,728 $2.1M
Stratos Wealth Partners, LTD. 0.03% Reduce -84.0% 43,062 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +2.8% 42,948 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +28.4% 41,039 $1.9M
Thoroughbred Financial Services, LLC 0.12% Add +13.7% 38,972 $1.9M
Sage Capital Management, LLC 0.87% Reduce -1.8% 33,664 $1.6M
Kestra Private Wealth Services, LLC 0.03% Add +175.8% 33,221 $1.6M
HSBC Holdings PLC 0.00% No change 32,540 $1.5M
M. Kulyk & Associates, LLC 0.32% Add +13.1% 29,526 $1.4M
Comerica Bank 0.01% Reduce -0.2% 29,352 $1.4M
Impact Capital Partners LLC 0.49% New 28,539 $1.4M
HighTower Advisors, LLC 0.00% Add +22.4% 25,365 $1.2M
Patten & Patten Inc. 0.08% New 24,347 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +1.9% 23,536 $1.1M
Corient Private Wealth LP 0.00% Reduce -25.9% 22,943 $1.1M
GenTrust, LLC 0.05% No change 22,214 $1.1M
Flagstar Securities, Inc. 0.27% Reduce -3.8% 21,875 $1.0M
Susquehanna International Group, LLP 0.00% Add +6.0% 21,277 $1.0M
M&T Bank Corp 0.00% No change 20,864 $991K
Country Club Bank 0.07% No change 20,440 $979K
Belpointe Asset Management LLC 0.04% Add +131.8% 18,126 $861K
Deutsche Bank AG 0.00% No change 17,700 $840K
Fifth Third Bancorp 0.00% Reduce -39.4% 17,362 $824K
Focus Partners Wealth 0.00% Add +64.1% 17,344 $823K
Fiduciary Trust Co 0.01% No change 16,794 $797K
Cerity Partners LLC 0.00% No change 15,593 $740K
AlTi Global, Inc. 0.02% No change 14,939 $709K
Lido Advisors, LLC 0.00% Add +1.8% 14,866 $706K
Sloy Dahl & Holst, LLC 0.12% Add +1.4% 14,690 $697K
Citigroup Inc. 0.00% Reduce -5.5% 14,576 $692K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -0.4% 14,424 $685K
Harbour Capital Advisors, LLC 0.17% No change 14,790 $683K
Steward Partners Investment Advisory, LLC 0.01% Reduce -4.4% 14,030 $666K
Clearwater Capital Advisors, LLC 0.06% No change 13,640 $648K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.5% 13,411 $637K
Atria Wealth Solutions, Inc. 0.01% Reduce -4.0% 13,178 $626K
MMBG Investment Advisors Co. 0.07% Reduce -43.9% 12,990 $617K
Geneos Wealth Management Inc. 0.02% Add +3388.6% 12,559 $596K
Prospera Financial Services Inc 0.01% Reduce -2.4% 12,222 $580K
RiverFront Investment Group, LLC 0.01% Reduce -57.8% 12,180 $578K
Cooksen Wealth, LLC 0.58% Add +2.0% 11,856 $573K
Portland Financial Advisors Inc 1.43% Add +1.3% 11,797 $560K
IHT Wealth Management, LLC 0.02% Reduce -8.4% 11,420 $542K
Hickory Point Bank & Trust 0.47% No change 11,374 $540K
US Financial Advisors, LLC 0.16% Add +6.7% 11,088 $526K
Kanawha Capital Management LLC 0.04% Reduce -14.8% 11,060 $525K
Bogart Wealth, LLC 0.02% Reduce -0.2% 10,928 $519K
Commerce Bank 0.00% No change 10,440 $496K
Meridian Wealth Management, LLC 0.02% Reduce -0.1% 10,312 $490K
Summit Financial, LLC 0.01% New 9,665 $459K
Avantax Advisory Services, Inc. 0.00% Add +16.8% 9,610 $456K
Capstone Wealth Management Group LLC 0.36% No change 9,512 $452K
One Capital Management, LLC 0.02% New 9,464 $449K
Parkside Advisors LLC 0.11% Reduce -1.5% 9,344 $444K
Stifel Financial Corp. 0.00% Add +9.1% 8,988 $427K
Eagle Strategies LLC 0.07% Add +24.1% 8,925 $424K

"% 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 215 holders