HEDJ Institutional Ownership
WisdomTree Europe Hedged Equity Fund
1W: -0.9%
1M: -2.2%
3M: -3.0%
YTD: +3.8%
1Y: +9.7%
3Y: +50.5%
5Y: +59.9%
$55.64
+0.69 (+1.26%)
Weekly Expected Move ±2.0%
$53
$55
$56
$57
$58
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HEDJ
244
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
779M
Total Invested
25
New Positions
58
Increased
84
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (258 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 2,442,985 | 136M | -125,633 | -4.9% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,342,831 | 75M | -9,980 | -0.7% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,265,333 | 70M | +21,047 | +1.7% | 60Q | SEC ↗ |
| 4 | UBS Group AG | 831,141 | 46M | +3,904 | +0.5% | 47Q | SEC ↗ |
| 5 | LPL Financial LLC | 530,852 | 30M | -1,219 | -0.2% | 52Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 492,910 | 27M | +2,776 | +0.6% | 55Q | SEC ↗ |
| 7 | FMR LLC | 447,535 | 25M | -567 | -0.1% | 47Q | SEC ↗ |
| 8 | Boothe Investment Group, Inc. | 446,055 | 25M | -327 | -0.1% | 6Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 421,768 | 23M | -9,132 | -2.1% | 47Q | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 413,712 | 23M | +8,516 | +2.1% | 10Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 395,634 | 22M | -46,653 | -10.5% | 61Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 340,760 | 19M | -854 | -0.2% | 7Q | SEC ↗ |
| 13 | ELEVATION POINT WEALTH PARTNERS, LLC | 291,745 | 16M | +58,107 | +24.9% | 4Q | SEC ↗ |
| 14 | PATTEN & PATTEN INC/TN | 262,566 | 15M | -626 | -0.2% | 6Q | SEC ↗ |
| 15 | Vestmark Advisory Solutions, Inc. | 257,124 | 14M | +31,541 | +14.0% | 4Q | SEC ↗ |
| 16 | VALLEY WEALTH MANAGERS, INC. | 189,717 | 11M | -5,827 | -3.0% | 12Q | SEC ↗ |
| 17 | Pathstone Holdings, LLC | 155,318 | 9M | +2,069 | +1.4% | 7Q | SEC ↗ |
| 18 | CONNING INC. | 144,030 | 8M | — | +0.0% | 15Q | SEC ↗ |
| 19 | Sharper & Granite LLC | 114,024 | 6M | +1,055 | +0.9% | 15Q | SEC ↗ |
| 20 | Federation des caisses Desjardins du Q | 107,588 | 6M | -154 | -0.1% | 38Q | SEC ↗ |
| 21 | Guardian Partners Inc. NEW | 100,300 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 93,306 | 5M | -1,483 | -1.6% | 59Q | SEC ↗ |
| 23 | CATHY PARETO & ASSOCIATES, INC | 93,087 | 5M | -6,478 | -6.5% | 7Q | SEC ↗ |
| 24 | Allianz Asset Management GmbH | 92,700 | 5M | +40,620 | +78.0% | 6Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 84,497 | 5M | +3,510 | +4.3% | 9Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79,229 | 4M | -32,558 | -29.1% | 11Q | SEC ↗ |
| 27 | Harel Insurance Investments & Financia | 67,460 | 4M | -605 | -0.9% | 43Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 63,175 | 4M | +6,703 | +11.9% | 26Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 61,334 | 3M | -51,378 | -45.6% | 48Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 60,671 | 3M | +2,121 | +3.6% | 18Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO | 59,896 | 3M | +831 | +1.4% | 50Q | SEC ↗ |
| 32 | Curi Capital, LLC | 58,308 | 3M | — | +0.0% | 34Q | SEC ↗ |
| 33 | NATIONAL BANK OF CANADA /FI | 55,507 | 3M | +103 | +0.2% | 19Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC | 53,518 | 3M | -3,843 | -6.7% | 9Q | SEC ↗ |
| 35 | PFG Advisors | 51,566 | 3M | +4,822 | +10.3% | 33Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 50,480 | 3M | -2,064 | -3.9% | 24Q | SEC ↗ |
| 37 | Corient Private Wealth LP | 48,984 | 3M | -1,720 | -3.4% | 15Q | SEC ↗ |
| 38 | JANE STREET GROUP, LLC NEW | 48,087 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 44,620 | 2M | -8,837 | -16.5% | 16Q | SEC ↗ |
| 40 | Creative Planning | 44,043 | 2M | +58 | +0.1% | 24Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 43,408 | 2M | +1,101 | +2.6% | 46Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 42,854 | 2M | -1,091 | -2.5% | 12Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 40,268 | 2M | -3,986 | -9.0% | 26Q | SEC ↗ |
| 44 | Sage Capital Management, LLC | 36,891 | 2M | +2,495 | +7.3% | 11Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 34,649 | 2M | +176 | +0.5% | 35Q | SEC ↗ |
| 46 | THOROUGHBRED FINANCIAL SERVICES, LLC | 33,255 | 2M | -1,858 | -5.3% | 31Q | SEC ↗ |
| 47 | HSBC HOLDINGS PLC | 32,540 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 48 | LAUREL OAK WEALTH MANAGEMENT, LLC | 30,896 | 2M | -1,038 | -3.3% | 3Q | SEC ↗ |
| 49 | KESTRA PRIVATE WEALTH SERVICES, LLC | 29,876 | 2M | +455 | +1.5% | 7Q | SEC ↗ |
| 50 | Cerity Partners LLC | 28,036 | 2M | -989 | -3.4% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Guardian Partners Inc. | 100,300 | 6M |
| JANE STREET GROUP, LLC | 48,087 | 3M |
| Capstone Wealth Management Group, I | 8,012 | 446K |
| RWA WEALTH PARTNERS, LLC | 7,160 | 398K |
| HRT FINANCIAL LP | 6,512 | 362K |
| Private Advisor Group, LLC | 5,010 | 279K |
| AMG National Trust Bank | 4,530 | 252K |
| Plancorp, LLC | 4,495 | 250K |
| NewEdge Advisors, LLC | 3,950 | 220K |
| Wealthcare Advisory Partners LLC | 3,840 | 214K |
| Valmark Advisers, Inc. | 3,705 | 206K |
| Moors & Cabot, Inc. | 3,703 | 206K |
| Callan Family Office, LLC | 3,650 | 203K |
| Destination Wealth Management | 3,600 | 200K |
| Integrated Wealth Concepts LLC | 2,484 | 138K |
| TRUST CO OF VERMONT | 2,038 | 113K |
| PRIVATE TRUST CO NA | 1,480 | 82K |
| Institute for Wealth Management, LL | 700 | 39K |
| EASTERN BANK | 486 | 27K |
| Ameritas Advisory Services, LLC | 478 | 27K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CONDOR CAPITAL MANAGEMENT | 113,282 | 6M |
| CSM Advisors, LLC | 71,237 | 4M |
| J.Safra Asset Management Corp | 29,140 | 2M |
| NORTHERN TRUST CORP | 20,378 | 1M |
| MMBG INVESTMENT ADVISORS CO. | 12,990 | 723K |
| Insight Advisors, LLC/ PA | 11,886 | 661K |
| Independent Advisor Alliance | 11,687 | 650K |
| KANAWHA CAPITAL MANAGEMENT LLC | 8,700 | 484K |
| Concorde Asset Management, LLC | 5,530 | 308K |
| Stratos Wealth Partners, LTD. | 4,463 | 248K |
| Orion Porfolio Solutions, LLC | 4,382 | 244K |
| CAPTRUST FINANCIAL ADVISORS | 4,098 | 228K |
| Arete Wealth Advisors, LLC | 4,066 | 226K |
| Pioneer Family Office, LLC | 2,600 | 145K |
| Ayalon Insurance Comp Ltd. | 1,060 | 59K |
| WealthShield Partners, LLC | 724 | 40K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 325 | 18K |
| BALLAST ADVISORS LLC | 317 | 18K |
| Rossby Financial, LCC | 264 | 15K |
| Clayton Financial Group LLC | 200 | 11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LL | +58,107 | +24.9% | 291,745 |
| Allianz Asset Management GmbH | +40,620 | +78.0% | 92,700 |
| Vestmark Advisory Solutions, Inc. | +31,541 | +14.0% | 257,124 |
| MORGAN STANLEY | +21,047 | +1.7% | 1,265,333 |
| BigSur Wealth Management LLC | +17,600 | +314.3% | 23,200 |
| Rockefeller Capital Management L.P. | +8,516 | +2.1% | 413,712 |
| OSAIC HOLDINGS, INC. | +6,703 | +11.9% | 63,175 |
| PFG Advisors | +4,822 | +10.3% | 51,566 |
| CRUX WEALTH ADVISORS | +4,497 | +89.6% | 9,517 |
| UBS Group AG | +3,904 | +0.5% | 831,141 |
| JONES FINANCIAL COMPANIES LLLP | +3,510 | +4.3% | 84,497 |
| WELLS FARGO & COMPANY/MN | +2,776 | +0.6% | 492,910 |
| Sage Capital Management, LLC | +2,495 | +7.3% | 36,891 |
| TRUIST FINANCIAL CORP | +2,121 | +3.6% | 60,671 |
| Pathstone Holdings, LLC | +2,069 | +1.4% | 155,318 |
| Sovran Advisors, LLC | +1,155 | +23.4% | 6,092 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,101 | +2.6% | 43,408 |
| IFP Advisors, Inc | +1,083 | +88.7% | 2,304 |
| Sharper & Granite LLC | +1,055 | +0.9% | 114,024 |
| Beacon Pointe Advisors, LLC | +1,050 | +20.7% | 6,112 |