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 206 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $698 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,210,451
shares
|
$145 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,286,435
shares
|
$58.2 Million
0.01% of portfolio
|
Q1 2024
Added 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,198,766
shares
|
$54.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.8%
|
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
1,146,520
shares
|
$51.8 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,105,783
shares
|
$50 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2024 Q1 2024 |
808,481
shares
|
$36.6 Million
4.8% of portfolio
|
Q1 2024
Added 98.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
436,959
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
418,984
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2024
Added 7.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
392,262
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2024
Added 8.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
383,718
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2024
Added 34.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
231,988
shares
|
$10.5 Million
0.19% of portfolio
|
Q1 2024
Added 25.83%
|
|
|
Sterling Manor Financial, LLC
|
Apr 23, 2024 Q1 2024 |
217,884
shares
|
$9.85 Million
8.14% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
212,288
shares
|
$9.6 Million
0.0% of portfolio
|
Q1 2024
Added 399.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
198,114
shares
|
$8.96 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
191,726
shares
|
$8.67 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.93%
|
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
184,980
shares
|
$8.36 Million
1.87% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
178,320
shares
|
$8.06 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Hall Kathryn A.
San Francisco, CA |
May 13, 2024 Q1 2024 |
163,870
shares
|
$7.41 Million
1.89% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
161,043
shares
|
$7.28 Million
0.78% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
144,030
shares
|
$6.51 Million
0.24% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
133,429
shares
|
$6.03 Million
5.65% of portfolio
|
Q2 2023
Added 24.05%
|
|
|
Hallmark Capital Management Inc
|
May 03, 2024 Q1 2024 |
117,608
shares
|
$5.32 Million
0.43% of portfolio
|
Q1 2024
Reduced 9.06%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
May 10, 2024 Q1 2024 |
116,024
shares
|
$5.25 Million
2.88% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
113,333
shares
|
$5.12 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
112,196
shares
|
$5.07 Million
0.13% of portfolio
|
Q3 2023
Added 100.0%
|
|