WisdomTree Europe Hedged Equity

HEDJ • ARCA

WisdomTree Europe Hedged Equity is an exchange-traded fund on ARCA. As of Q3 2025, 211 institutional investors hold shares in this ETF, with total holdings valued at $732.4M. GOLDMAN SACHS GROUP INC is the largest holder with a position valued at $135.4M.

Overview

Overview of institutional ownership in HEDJ as of Q3 2025

All Institutions

Institutions: 211
Value Held: $732.4M
Shares Held: 14.5M
Avg Position: $3.5M
Median Position: $370.8K

Hedge Funds

Hedge Funds: 2
Value Held: $3.2M
Shares Held: 62.9K
Avg Position: $1.6M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in HEDJ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$135.4M 0.02% of portfolio	2.7M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$67.8M 0.01% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$66.1M 0.00% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
UBS Group AG Institution	Sergio P. Ermotti CEO	$50.8M 0.01% of portfolio	1.0M shares	Q4 2014 Held for 10y 11m	$511.54B
L LPL Financial LLC Institution	-	$30.2M 0.01% of portfolio	599.5K shares	Q3 2013 Held for 12y 2m	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$26.2M 0.01% of portfolio	519.4K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$23.2M 0.00% of portfolio	461.1K shares	Q4 2014 Held for 10y 11m	$556.34B
FMR LLC Institution	-	$22.5M 0.00% of portfolio	446.5K shares	Q4 2014 Held for 10y 11m	$1.92T
R ROYAL BANK OF CANADA Institution	-	$22.1M 0.00% of portfolio	437.9K shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
B Boothe Investment Group, Inc. RIA/Wealth	David Franklin Boothe President	$21.4M 7.83% of portfolio	423.8K shares	Q1 2025 Held for 8 months	$273.0M

Net Capital Flow

Institutional buying and selling activity for HEDJ in Q3 2025

Traded: −$25.4M
Buyers: 78
Sellers: 79
Total Bought: +$17.5M
Total Sold: −$42.8M
Avg Position: $3.2M

Biggest Buyers

Institution	Net Bought	Current Position
R ROYAL BANK OF CANADA Institution	+$2.6M +50.8K shares	$22.1M 437.9K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	+$1.3M +26.6K shares	$1.3M 26.6K shares
C CI Private Wealth, LLC RIA/Wealth	+$1.3M +25.2K shares	$2.7M 52.8K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$1.2M +24.7K shares	$1.2M 24.7K shares
N New England Private Wealth Advisors LLC RIA/Wealth	+$1.1M +21.0K shares	$1.1M 21.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$916.9K +18.2K shares	$6.3M 125.9K shares
P PATTEN & PATTEN INC/TN Institution	+$851.2K +16.9K shares	$13.5M 268.1K shares
Kestra Advisory Services, LLC RIA/Wealth	+$765.2K +15.2K shares	$3.4M 68.0K shares
A Advisor Group Holdings, Inc. Institution	+$636.2K +12.7K shares	$2.7M 54.9K shares
WELLS FARGO & COMPANY/MN Institution	+$490.4K +9.7K shares	$26.2M 519.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$6.4M −127.8K shares	$135.4M 2.7M shares
BARCLAYS PLC Institution	−$6.3M −129.9K shares	Sold Off 0 shares
A ATRIA INVESTMENTS LLC Institution	−$5.4M −112.1K shares	Sold Off 0 shares
D Defined Financial Planning LLC RIA/Wealth	−$3.7M −77.1K shares	Sold Off 0 shares
L LPL Financial LLC Institution	−$2.7M −54.5K shares	$30.2M 599.5K shares
JPMORGAN CHASE & CO Institution	−$2.2M −43.8K shares	$3.6M 71.2K shares
Bank of New York Mellon Corp Institution	−$1.9M −37.4K shares	$23.2M 461.1K shares
H HSBC HOLDINGS PLC Institution	−$1.6M −32.5K shares	Sold Off 0 shares
UBS Group AG Institution	−$1.5M −30.5K shares	$50.8M 1.0M shares
Impact Capital Partners LLC RIA/Wealth	−$1.4M −29.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HEDJ in Q3 2025

New Positions: 10
New Value: $2.7M
Exited Positions: 16
Exited Value: $20.5M

New Positions

Institution	Position Value
Mount Yale Investment Advisors, LLC RIA/Wealth	$1.3M 26.6K shares
N New England Private Wealth Advisors LLC RIA/Wealth	$1.1M 21.0K shares
Guerra Advisors Inc RIA/Wealth	$166.8K 3.3K shares
Cornerstone Planning Group LLC RIA/Wealth	$81.1K 934.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$16.2K 322.0 shares
R Rossby Financial, LCC RIA/Wealth	$13.4K 264.0 shares
Clayton Financial Group LLC RIA/Wealth	$10.1K 200.0 shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$1.4K 28.0 shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$101.0 2.0 shares
R Russell Investments Group, Ltd. RIA/Wealth	$29.0 1.0 shares

Exited Positions

Institution	Previous Position
BARCLAYS PLC Institution	$6.3M 129.9K shares
A ATRIA INVESTMENTS LLC Institution	$5.4M 112.1K shares
D Defined Financial Planning LLC RIA/Wealth	$3.7M 77.1K shares
H HSBC HOLDINGS PLC Institution	$1.6M 32.5K shares
Impact Capital Partners LLC RIA/Wealth	$1.4M 29.1K shares
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth	$780.6K 16.2K shares
HOWARD BAILEY SECURITIES, LLC RIA/Wealth	$549.3K 11.4K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$284.5K 5.9K shares
T TWO SIGMA SECURITIES, LLC Institution	$255.9K 5.3K shares
A AMERIFLEX GROUP, INC. Institution	$197.1K 4.2K shares

Options Activity

Institutions with the largest Call and Put options positions in HEDJ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with HEDJ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Boothe Investment Group, Inc. RIA/Wealth	David Franklin Boothe President	7.83% $21.4M	423.8K shares	Q1 2025 Held for 8 months	$273.0M
R RETIREMENT FINANCIAL SOLUTIONS, LLC RIA/Wealth	Clark Calvin Shofner Managing Partner	5.08% $8.3M	165.1K shares	Q4 2022 Held for 2y 11m	$163.7M
C CATHY PARETO & ASSOCIATES, INC Institution	-	3.42% $4.5M	90.0K shares	Q4 2024 Held for 11 months	$132.6M
Sharper & Granite LLC RIA/Wealth	Christopher Thomas Casanega Managing Partner	1.95% $5.4M	108.1K shares	Q4 2022 Held for 2y 11m	$279.1M
P Portland Financial Advisors Inc Institution	-	1.25% $588.2K	11.7K shares	Q4 2024 Held for 11 months	$46.9M
Sage Capital Management, LLC RIA/Wealth	Lawrence Craig Busch President	0.81% $1.8M	35.5K shares	Q4 2023 Held for 1y 11m	$221.9M
P PATTEN & PATTEN INC/TN Institution	-	0.80% $13.5M	268.1K shares	Q1 2025 Held for 8 months	$1.7B
CONDOR CAPITAL MANAGEMENT RIA/Wealth	Kenneth Paul Schapiro CEO	0.71% $8.6M	171.3K shares	≤ Q2 2013 Held for 12y 5m+	$1.2B
I Insight Advisors, LLC/ PA RIA/Wealth	Thomas Joseph Mcinerney Managing Partner	0.68% $4.4M	86.3K shares	Q2 2025 Held for 5 months	$641.4M
HALLMARK CAPITAL MANAGEMENT INC RIA/Wealth	Michael Zaremsky President	0.50% $7.5M	149.8K shares	Q3 2023 Held for 2y 2m	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in HEDJ

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree Europe Hedged Equity

Market Value: $2.8M
Shares Held: 54.9K
Portfolio Weight: 0.00%
Owned Since: 2015-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%