Purchases and Sales Made in Q1 2024 in Wisdomtree Europe Hedged Equit (HEDJ)
This table provides information about the institutional ownership of Wisdomtree Europe Hedged Equit (HEDJ) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE EUROPE HEDGED EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-874- 5.73% |
$36.4K - $42.3K
|
14.4K
$622K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1K- 11.9% |
$41.7K - $48.4K
|
7.41K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 11.9% |
$47.7K - $55.4K
|
8.48K
$367K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.4K- 5.05% |
$58.4K - $67.8K
|
26.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.55K- 22.02% |
$64.6K - $75K
|
5.49K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 7.24% |
$65.7K - $76.2K
|
20.2K
$874K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.8K- 19.33% |
$75K - $87.1K
|
7.51K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.12K- 9.93% |
$88.5K - $103K
|
19.3K
$833K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 17.85% |
$101K - $117K
|
11.1K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.82K- 37.09% |
$117K - $136K
|
4.77K
$207K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.22K- 0.73% |
$134K - $156K
|
437K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 0.81% |
$149K - $174K
|
437K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.07K- 6.51% |
$170K - $197K
|
58.5K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.17K- 46.22% |
$174K - $202K
|
4.85K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.23K- 16.49% |
$176K - $205K
|
21.4K
$927K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.25K- 21.27% |
$260K - $302K
|
23.1K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.4K- 5.43% |
$267K - $310K
|
111K
$4.82M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.65K- 27.42% |
$277K - $322K
|
17.6K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.43K- 20.44% |
$393K - $456K
|
36.7K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9.51K- 27.18% |
$396K - $460K
|
25.5K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.66K- 4.65% |
$403K - $467K
|
198K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.1K- 14.31% |
$422K - $490K
|
60.6K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-10.5K- 5.99% |
$435K - $506K
|
164K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 0.95% |
$444K - $516K
|
1.11M
$47.8M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-11.7K- 9.06% |
$488K - $567K
|
118K
$5.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-15.2K- 93.46% |
$631K - $733K
|
1.06K
$45.9K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20K- 25.58% |
$835K - $970K
|
58.3K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.3K- 0.84% |
$1.14M - $1.32M
|
3.21M
$139M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-28.5K- 86.61% |
$1.19M - $1.38M
|
4.4K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.7K- 14.93% |
$1.4M - $1.63M
|
192K
$8.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-234K- 15.4% |
$9.76M - $11.3M
|
1.29M
$55.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-395K- 24.8% |
$16.5M - $19.1M
|
1.2M
$51.9M
|