Purchases and Sales Made in Q4 2023 in Wisdomtree Europe Hedged Equit (HEDJ)
This table provides information about the institutional ownership of Wisdomtree Europe Hedged Equit (HEDJ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
969K+ 155.16% |
$36.3M - $41.7M
|
1.59M
$68.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
180K+ 78.74% |
$6.73M - $7.72M
|
408K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
156K+ 76.37% |
$5.85M - $6.71M
|
361K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
83.4KNew |
$3.13M - $3.59M
|
83.4K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.7K+ 40.32% |
$3.06M - $3.51M
|
284K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.5K+ 10.67% |
$1.59M - $1.83M
|
441K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 1.52% |
$683K - $783K
|
1.22M
$52.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14.9KNew |
$560K - $642K
|
14.9K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 126.58% |
$508K - $582K
|
24.2K
$1.04M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
12.1KNew |
$452K - $519K
|
12.1K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.89K+ 9.26% |
$371K - $425K
|
117K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.7K+ 2.56% |
$363K - $417K
|
389K
$16.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.41KNew |
$315K - $361K
|
8.41K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.97KNew |
$299K - $343K
|
7.97K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.8K+ 7.9% |
$292K - $335K
|
107K
$4.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
7.8K+ 69.65% |
$292K - $335K
|
19K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.59KNew |
$284K - $326K
|
7.59K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.91KNew |
$259K - $297K
|
6.91K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.38KNew |
$239K - $275K
|
6.38K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.98K+ 30.38% |
$224K - $257K
|
25.7K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.05KNew |
$189K - $217K
|
5.05K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5KNew |
$188K - $215K
|
5K
$215K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.87KNew |
$182K - $209K
|
4.87K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.87KNew |
$182K - $209K
|
4.87K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 4.19% |
$148K - $170K
|
98.4K
$4.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.82K+ 2.16% |
$143K - $164K
|
181K
$7.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3KNew |
$112K - $129K
|
3K
$129K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21K+ 1.21% |
$82.7K - $94.9K
|
184K
$7.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.19K+ 1.73% |
$82.2K - $94.3K
|
129K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.01K+ 11.07% |
$75.4K - $86.6K
|
20.2K
$869K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.92K+ 9.59% |
$72.1K - $82.7K
|
22K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.88K+ 51.48% |
$70.5K - $80.8K
|
5.53K
$238K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.69K+ 26.26% |
$63.4K - $72.8K
|
8.14K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 8.1% |
$60K - $68.9K
|
21.4K
$920K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 54.05% |
$54K - $62K
|
4.11K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.39K+ 0.87% |
$52.2K - $59.9K
|
162K
$6.96M
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.34K+ 7.37% |
$50.1K - $57.4K
|
19.5K
$837K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 1.6% |
$46.2K - $53K
|
78.4K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
922+ 4.59% |
$34.6K - $39.6K
|
21K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
917New |
$34.4K - $39.4K
|
917
$39.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
913+ 4.38% |
$34.2K - $39.3K
|
21.8K
$937K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
877+ 9.27% |
$32.9K - $37.7K
|
10.3K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
800New |
$30K - $34.4K
|
800
$34.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
790+ 1.01% |
$29.6K - $34K
|
78.8K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
720+ 5.12% |
$27K - $31K
|
14.8K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
624+ 0.95% |
$23.4K - $26.8K
|
66.6K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
621+ 2.29% |
$23.3K - $26.7K
|
27.8K
$1.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
621+ 2.29% |
$23.3K - $26.7K
|
27.8K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 300.0% |
$22.5K - $25.8K
|
800
$34.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
400+ 6.87% |
$15K - $17.2K
|
6.22K
$268K
|