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 222 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,000
shares
|
$191,600
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
3,654
shares
|
$175,026
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,410
shares
|
$163,339
0.0% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,356
shares
|
$160,752
0.03% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,220
shares
|
$154,238
0.0% of portfolio
|
Q4 2024
Reduced 44.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$143,700
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,892
shares
|
$138,526
0.0% of portfolio
|
Q4 2024
Reduced 90.09%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,862
shares
|
$137,089
0.07% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,566
shares
|
$122,911
0.0% of portfolio
|
Q3 2023
Added 79.32%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,417
shares
|
$115,774
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,800
shares
|
$86,220
0.03% of portfolio
|
Q3 2023
Added 148.28%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,560
shares
|
$74,724
0.01% of portfolio
|
Q4 2023
Reduced 33.39%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,530
shares
|
$73,287
0.0% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,500
shares
|
$71,850
0.01% of portfolio
|
Q3 2022
Reduced 6.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,200
shares
|
$57,480
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,180
shares
|
$56,522
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
1,060
shares
|
$50,774
0.01% of portfolio
|
Q1 2024
Reduced 93.46%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,022
shares
|
$48,953
0.03% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$47,900
0.0% of portfolio
|
Q3 2023
Added 233.33%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
992
shares
|
$47,516
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
951
shares
|
$45,552
0.0% of portfolio
|
Q1 2024
Reduced 9.51%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
880
shares
|
$42,152
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
839
shares
|
$40,188
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
825
shares
|
$39,517
0.01% of portfolio
|
Q3 2023
Added 100.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
800
shares
|
$38,320
0.0% of portfolio
|
Q4 2023
New holding
|