Institutional Ownership Wisdomtree Europe Hedged Equit (HEDJ)
This table provides information about the institutional ownership of Wisdomtree Europe Hedged Equit (HEDJ). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $735 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
2,925,121
shares
|
$141 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,294,271
shares
|
$62.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,265,562
shares
|
$60.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
974,755
shares
|
$46.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
706,868
shares
|
$34 Million
0.01% of portfolio
|
Q1 2025
Added 158.04%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
659,164
shares
|
$31.7 Million
0.03% of portfolio
|
Q1 2025
Added 2421.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
453,328
shares
|
$21.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
414,971
shares
|
$19.9 Million
10.36% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
404,839
shares
|
$19.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
401,602
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
277,365
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
193,359
shares
|
$9.29 Million
1.57% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
189,792
shares
|
$9.12 Million
5.45% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
185,475
shares
|
$8.91 Million
0.36% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
168,253
shares
|
$8.08 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
161,710
shares
|
$7.77 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
151,633
shares
|
$7.28 Million
0.56% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
144,030
shares
|
$6.92 Million
0.26% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
141,200
shares
|
$6.78 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
133,429
shares
|
$6.41 Million
5.65% of portfolio
|
Q2 2023
Added 24.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
122,054
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
112,196
shares
|
$5.39 Million
0.11% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
110,024
shares
|
$5.29 Million
0.02% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,022
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
101,475
shares
|
$4.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.83%
|