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 208 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
8,631
shares
|
$381,403
0.09% of portfolio
|
Q3 2024
Added 21.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,483
shares
|
$374,863
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,279
shares
|
$365,849
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
8,180
shares
|
$361,474
0.01% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
8,136
shares
|
$359,529
0.17% of portfolio
|
Q4 2023
Added 26.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,115
shares
|
$358,601
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
8,020
shares
|
$354,403
0.26% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,012
shares
|
$354,050
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
8,000
shares
|
$353,520
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,821
shares
|
$345,609
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
7,406
shares
|
$327,271
0.27% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
7,193
shares
|
$317,858
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,190
shares
|
$317,726
0.1% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,120
shares
|
$314,632
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,945
shares
|
$306,899
0.01% of portfolio
|
Q3 2022
Added 104.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,696
shares
|
$295,896
0.01% of portfolio
|
Q3 2024
Reduced 89.84%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,564
shares
|
$290,063
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
6,372
shares
|
$281,578
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,318
shares
|
$279,192
0.0% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,300
shares
|
$278,397
0.07% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,269
shares
|
$277,027
0.12% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
6,175
shares
|
$272,873
0.02% of portfolio
|
Q1 2018
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,942
shares
|
$262,576
0.07% of portfolio
|
Q1 2022
Reduced 6.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
5,884
shares
|
$260,013
0.0% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,883
shares
|
$259,969
0.01% of portfolio
|
Q3 2024
Reduced 77.84%
|