WisdomTree Europe Hedged Equity Fund (HEDJ) Institutional Ownership

$48.09
+0.09 (+0.19%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Europe Hedged Equity Fund (NYSEARCA:HEDJ)

Number of
Institutional Buyers
(last 12 months)
125
Total
Institutional Inflows
(last 12 months)
$119.25M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$21.49M
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HEDJ Institutional Buying and Selling by Quarter

WisdomTree Europe Hedged Equity Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank27,701$1.34M0.0%+3.1%0.067%
5/15/2024 Manhattan West Asset Management LLC5,819$281K0.1%N/A0.014%
5/11/2024 Retirement Financial Solutions LLC116,024$5.60M2.9%+8.9%0.279%
5/9/2024 Private Portfolio Partners LLC184,980$8.94M1.9%+2.3%0.445%
5/9/2024 Condor Capital Management161,043$7.78M0.8%-0.5%0.387%
5/8/2024 Avantax Advisory Services Inc.11,141$538K0.0%-17.9%0.027%
5/8/2024 Thoroughbred Financial Services LLC26,943$1.30M0.1%+33.4%0.066%
5/7/2024 PFG Advisors22,412$1.08M0.1%+2.0%0.055%
5/7/2024 Howard Wealth Management LLC4,395$212K0.2%N/A0.011%
5/4/2024 Valley Wealth Managers Inc.117,608$5.68M0.4%-9.1%0.289%
5/2/2024 RiverFront Investment Group LLC32,094$1.55M0.0%-2.0%0.079%
5/2/2024 Graypoint LLC19,241$929K0.1%+1.3%0.047%
5/2/2024 Palisade Asset Management LLC1,600$77K0.0%N/A0.004%
5/1/2024 Janney Montgomery Scott LLC78,177$3.78M0.0%+17.3%0.192%
4/30/2024 HB Wealth Management LLC4,849$234K0.0%-46.2%0.012%
4/30/2024Concord Wealth Partners29,179$1.41M0.3%+5.0%0.072%
4/29/2024Commonwealth Equity Services LLC53,846$2.60M0.0%+3.4%0.132%
4/25/2024 Cambridge Investment Research Advisors Inc.58,656$2.83M0.0%+86.2%0.144%
4/23/2024 Fifth Third Bancorp31,272$1.51M0.0%-0.9%0.077%
4/22/2024 Raymond James & Associates111,468$5.38M0.0%-5.4%0.274%
4/19/2024 Sloy Dahl & Holst LLC13,920$672K0.2%+1.8%0.040%
4/17/2024 Fiduciary Alliance LLC25,482$1.24M0.2%-27.2%0.073%
4/16/2024 Wealth Enhancement Advisory Services LLC30,229$1.46M0.0%-2.0%0.087%
4/15/2024 Investment Partners Asset Management Inc.7,406$358K0.3%-11.9%0.021%
4/15/2024 Wealthcare Advisory Partners LLC7,698$372K0.0%-6.8%0.022%
4/15/2024 Ayalon Insurance Comp Ltd.1,060$51K0.0%-93.5%0.003%
4/11/2024 &PARTNERS6,459$312K0.0%N/A0.019%
4/10/2024 Wedmont Private Capital5,062$240K0.0%N/A0.015%
3/22/2024 Cooksen Wealth LLC12,059$517K0.6%N/A0.035%
3/1/2024 Goldman Sachs Group Inc.3,237,728$138.74M0.0%-2.3%9.277%
2/15/2024 Comerica Bank26,866$1.15M0.0%-3.7%0.077%
2/14/2024 Mmbg Investment Advisors CO.29,390$1.26M0.1%-39.7%0.084%
2/14/2024 Azimuth Capital Investment Management LLC178,340$7.64M0.3%-1.9%0.511%
2/13/2024 Holderness Investments Co.14,781$633K0.2%+5.1%0.042%
2/13/2024 Goldman Sachs Group Inc.3,237,728$138.74M0.0%-2.3%9.277%
2/13/2024 Belpointe Asset Management LLC24,242$1.04M0.1%+126.6%0.069%
2/12/2024 Condor Capital Management161,801$6.93M0.7%+0.9%0.464%
2/12/2024 Edmond DE Rothschild Holding S.A.800$34K0.0%N/A0.002%
2/12/2024 Hsbc Holdings PLC39,802$1.71M0.0%-10.8%0.114%
2/9/2024 Cambridge Investment Research Advisors Inc.31,496$1.35M0.0%-3.4%0.090%
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2/9/2024 Corient Private Wealth LLC34,355$1.47M0.0%-1.4%0.098%
2/9/2024 Wells Fargo & Company MN388,541$16.65M0.0%+2.6%1.113%
2/9/2024 Thoroughbred Financial Services LLC20,193$865K0.1%+11.1%0.058%
2/9/2024 UBS Group AG1,116,443$47.84M0.0%-5.3%3.199%
2/8/2024 Atlantic Edge Private Wealth Management LLC3,000$129K0.1%N/A0.009%
2/8/2024 M. Kulyk & Associates LLC19,454$834K0.2%+7.4%0.056%
2/8/2024 Janney Montgomery Scott LLC66,620$2.86M0.0%+0.9%0.191%
2/8/2024 US Financial Advisors LLC10,339$443K0.2%+9.3%0.030%
2/7/2024 Avantax Advisory Services Inc.13,562$581K0.0%-5.1%0.039%
2/7/2024 Private Portfolio Partners LLC180,838$7.75M1.8%+2.2%0.518%
2/7/2024 Astoria Portfolio Advisors LLC.7,974$353K0.1%N/A0.023%
2/7/2024 Valley Wealth Managers Inc.129,320$5.54M0.4%+1.7%0.371%
2/7/2024 Principal Securities Inc.917$39K0.0%N/A0.003%
2/7/2024 Clearwater Capital Advisors LLC13,640$584K0.1%+2.7%0.039%
2/7/2024 Bogart Wealth LLC11,535$494K0.0%-1.9%0.033%
2/6/2024 Private Advisor Group LLC6,223$267K0.0%+6.9%0.018%
2/6/2024 Wealthcare Advisory Partners LLC8,260$354K0.0%-9.3%0.024%
2/6/2024Provence Wealth Management Group2,862$123K0.1%-7.3%0.008%
2/6/2024 Great Valley Advisor Group Inc.4,866$209K0.0%N/A0.014%
2/6/2024Concord Wealth Partners27,782$1.19M0.2%+2.3%0.080%
2/5/2024 RiverFront Investment Group LLC32,763$1.40M0.0%-4.3%0.094%
2/2/2024 Truist Financial Corp78,368$3.36M0.0%+1.6%0.225%
2/2/2024 Atria Wealth Solutions Inc.16,090$689K0.0%-9.2%0.046%
2/1/2024 CWM LLC4,107$176K0.0%+54.1%0.012%
1/30/2024 Harel Insurance Investments & Financial Services Ltd.78,784$3.38M0.1%+1.0%0.226%
1/29/2024 Graypoint LLC18,987$814K0.1%+69.6%0.054%
1/29/2024 Koshinski Asset Management Inc.6,384$274K0.0%N/A0.018%
1/29/2024 Kanawha Capital Management LLC12,880$552K0.1%-2.6%0.037%
1/26/2024 Cerity Partners LLC25,654$1.10M0.0%+30.4%0.074%
1/25/2024 International Assets Investment Management LLC83,412$3.57M0.0%N/A0.239%
1/25/2024 Investment Partners Asset Management Inc.8,406$360K0.4%N/A0.024%
1/24/2024 Stratos Wealth Partners LTD.184,371$7.90M0.1%+1.2%0.528%
1/24/2024 International Assets Investment Management LLC83,412$3.57M0.0%N/A0.239%
1/23/2024 DAVENPORT & Co LLC6,423$275K0.0%-5.3%0.018%
1/22/2024 Country Club Bank GFN25,040$1.07M0.1%-3.8%0.072%
1/19/2024 Fifth Third Bancorp31,546$1.35M0.0%-1.5%0.090%
1/19/2024 BLB&B Advisors LLC4,866$209K0.0%N/A0.014%
1/19/2024 PFG Advisors21,966$941K0.1%+9.6%0.063%
1/19/2024 Sharper & Granite LLC98,365$4.22M2.2%+4.2%0.282%
1/19/2024 Flagstar Advisors Inc.22,498$964K0.3%-6.5%0.064%
1/18/2024 Retirement Financial Solutions LLC106,516$4.56M2.6%+7.9%0.305%
1/18/2024 GenTrust LLC26,414$1.13M0.1%-8.2%0.076%
1/17/2024 Fiduciary Alliance LLC34,993$1.50M0.3%-2.2%0.100%
1/16/2024 Raymond James Financial Services Advisors Inc.25,382$1.09M0.0%-24.5%0.073%
1/16/2024 Raymond James & Associates117,868$5.05M0.0%-10.3%0.338%
1/12/2024 RDA Financial Network7,370$316K0.1%-3.9%0.021%
1/11/2024 Whittier Trust Co.5,594$240K0.0%-4.7%0.016%
1/11/2024 Ausdal Financial Partners Inc.5,048$216K0.0%N/A0.014%
1/8/2024 Tompkins Financial Corp1,560$67K0.0%-33.4%0.004%
12/11/2023 Sunbelt Securities Inc.704$28K0.0%+100.0%0.002%
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12/6/2023 Citigroup Inc.19,634$776K0.0%+129.6%0.056%
11/30/2023 Modera Wealth Management LLC7,165$283K0.0%N/A0.021%
11/21/2023 Tompkins Financial Corp2,342$93K0.0%+100.0%0.007%
11/16/2023 Westside Investment Management Inc.4,556$180K0.1%+91.6%0.013%
11/16/2023 Belpointe Asset Management LLC10,699$423K0.0%-10.7%0.031%
11/15/2023 Holderness Investments Co.14,061$555K0.2%+110.4%0.040%
11/15/2023 Alethea Capital Management LLC8,020$317K0.4%+100.0%0.023%
11/15/2023 Scotia Capital Inc.7,040$278K0.0%+60.3%0.020%
11/15/2023 Lido Advisors LLC14,597$577K0.0%+193.1%0.042%
11/15/2023 Glenmede Trust Co. NA5,706$225K0.0%+100.0%0.016%
(Data available from 1/1/2016 forward)

HEDJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEDJ shares?

During the previous two years, 172 institutional investors and hedge funds held shares of WisdomTree Europe Hedged Equity Fund. The most heavily invested institutionals were Goldman Sachs Group Inc. ($138.74M), UBS Group AG ($47.84M), Bank of America Corp DE ($40.29M), FMR LLC ($17.09M), Wells Fargo & Company MN ($16.65M), Permanens Capital L.P. ($16.05M), and Royal Bank of Canada ($14.36M).Learn more on HEDJ's institutional investors.

Which institutional investors have been buying WisdomTree Europe Hedged Equity Fund stock?

Of the 149 institutional investors that purchased WisdomTree Europe Hedged Equity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($628.25K), FMR LLC ($216.38K), International Assets Investment Management LLC ($205.98K), Envestnet Asset Management Inc. ($191.84K), Stratos Wealth Partners LTD. ($184.37K), Azimuth Capital Investment Management LLC ($182.36K), and Valley Wealth Managers Inc. ($129.32K).

How much institutional buying is happening at WisdomTree Europe Hedged Equity Fund?

Institutional investors have bought a total of 3,912,836 shares in the last 24 months. This purchase volume represents approximately $154.16M in transactions.

Which WisdomTree Europe Hedged Equity Fund major shareholders have been selling company stock?

Of the 100 institutional investors that sold WisdomTree Europe Hedged Equity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Permanens Capital L.P. ($352.59K), UBS Group AG ($173.17K), Goldman Sachs Group Inc. ($150.12K), OLD Mission Capital LLC ($131.01K), Karp Capital Management Corp ($121.96K), Bank of America Corp DE ($96.52K), and Activest Wealth Management ($89.89K).

How much institutional selling is happening at WisdomTree Europe Hedged Equity Fund?

Institutional investors have sold a total of 1,669,094 shares in the last 24 months. This volume of shares sold represents approximately $60.44M in transactions.


This page (NYSEARCA:HEDJ) was last updated on 5/18/2024 by MarketBeat.com Staff

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