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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
5,820
shares
|
$257,185
0.0% of portfolio
|
Q2 2024
Reduced 22.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,754
shares
|
$254,269
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
5,600
shares
|
$247,464
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,536
shares
|
$244,635
0.02% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,530
shares
|
$244,370
0.14% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
5,468
shares
|
$241,630
0.0% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
5,452
shares
|
$240,923
0.0% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,434
shares
|
$240,128
0.0% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,151
shares
|
$227,622
0.04% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$227,622
0.01% of portfolio
|
Q3 2024
Reduced 76.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,084
shares
|
$224,661
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,989
shares
|
$220,463
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,866
shares
|
$215,028
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,849
shares
|
$214,277
0.0% of portfolio
|
Q1 2024
Reduced 46.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,810
shares
|
$212,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,556
shares
|
$201,329
0.04% of portfolio
|
Q3 2023
Added 91.59%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
4,316
shares
|
$190,724
0.0% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$176,760
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$176,760
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,722
shares
|
$164,475
0.0% of portfolio
|
Q2 2024
Reduced 33.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
3,000
shares
|
$132,570
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,862
shares
|
$126,471
0.07% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,566
shares
|
$113,391
0.0% of portfolio
|
Q3 2023
Added 79.32%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,416
shares
|
$106,763
0.0% of portfolio
|
Q3 2024
Added 13.91%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
2,297
shares
|
$101,504
0.04% of portfolio
|
Q3 2024
Reduced 39.23%
|