Vault-13

WISDOMTREE TR HEDJ

EUROPE HEDGED EQ · ETP · CUSIP 97717X701

195 institutional holders -1 vs Q4 2023
18,397,16618.4m shares reported held*
$891.3mreported value*
26 new 42 added 57 reduced 24 sold out net bought ≈ $135.0m (+2.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.45. Options: 2 managers hold calls ($3.0k notional), 0 hold puts (—).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 171Q4 22: 173Q1 23: 191Q2 23: 182Q3 23: 186Q4 23: 196Q1 24: 195195Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022171
Q4 2022173
Q1 2023191
Q2 2023182
Q3 2023186
Q4 2023196
Q1 2024195

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 53 bought or addedQ4 22: 70 cut or sold outQ4 22Q1 23: 71 bought or addedQ1 23: 71 cut or sold outQ1 23Q2 23: 79 bought or addedQ2 23: 66 cut or sold outQ2 23Q3 23: 71 bought or addedQ3 23: 66 cut or sold outQ3 23Q4 23: 55 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 81 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225370
Q1 20237171
Q2 20237966
Q3 20237166
Q4 20235574
Q1 20246881

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ2 23 calls: $149.2kQ2 23 puts: $0Q2 23P/C 0.00Q3 23 calls: $82.0kQ3 23 puts: $128.4kQ3 23P/C 1.57Q4 23 calls: $97.3kQ4 23 puts: $0Q4 23P/C 0.00Q1 24 calls: $3.0kQ1 24 puts: $0Q1 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2023$149.2k$00.00
Q3 2023$82.0k$128.4k1.57
Q4 2023$97.3k$00.00
Q1 2024$3.0k$00.00

Biggest buyers

MORGAN STANLEY Added +1,423,233+1.4m
SCHRODER INVESTMENT MANAGEMENT GROUP New +1,146,520+1.1m
Permanens Capital L.P. Added +400,845+400.8k
Sterling Manor Financial, LLC New +217,884+217.9k
AMERIPRISE FINANCIAL INC Added +169,750+169.8k
Rockefeller Capital Management L.P. New +113,333+113.3k
LPL Financial LLC Added +99,379+99.4k
Stratos Wealth Partners, LTD. Added +47,617+47.6k
Eagle Strategies LLC New +37,732+37.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +31,721+31.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -395,314-395.3k
JANE STREET GROUP, LLC Sold out -219,652-219.7k
AE Wealth Management LLC Sold out -116,727-116.7k
OLD MISSION CAPITAL LLC Sold out -47,567-47.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -33,656-33.7k
Sunesis Advisors, LLC Reduced -28,460-28.5k
GOLDMAN SACHS GROUP INC Reduced -27,277-27.3k
Cetera Advisor Networks LLC Sold out -21,381-21.4k
TRUIST FINANCIAL CORP Reduced -20,048-20.0k
JPMORGAN CHASE & CO Reduced -19,322-19.3k

Biggest calls

Cutler Group LLC / CA Reduced $3.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,859,3053.9m $186.4m $186.4m 0.00% Added +1.4m +1,423,233
2 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 3,210,4513.2m $155.1m $155.1m 0.03% Reduced -27.3k -27,277
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,198,7661.2m $57.9m $57.9m 0.01% Reduced -395.3k -395,314
4 SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio London, X0 1,146,5201.1m $55.4m $55.4m 0.07% New
5 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,105,7831.1m $53.4m $53.4m 0.02% Reduced -10.7k -10,660
6 Permanens Capital L.P. 4.80% of their portfolio NEW YORK, NY 808,481808.5k $39.0m $39.0m 4.80% Added +400.8k +400,845
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 436,959437.0k $21.1m $21.1m 0.01% Reduced -3.6k -3,587
8 FMR LLC 0.00% of their portfolio BOSTON, MA 431,324431.3k $20.8m $20.8m 0.00% Added +984 +984
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 418,984419.0k $20.2m $20.2m 0.01% Added +30.4k +30,443
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 396,228396.2k $19.1m $19.1m 0.00% Reduced -19.3k -19,322
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 392,262392.3k $18.9m $18.9m 0.02% Added +31.7k +31,721
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 383,718383.7k $18.5m $18.5m 0.01% Added +99.4k +99,379
13 Stratos Wealth Partners, LTD. 0.19% of their portfolio BEACHWOOD, OH 231,988232.0k $11.2m $11.2m 0.19% Added +47.6k +47,617
14 Sterling Manor Financial, LLC 7.90% of their portfolio Saratoga Springs, NY 217,884217.9k $10.5m $10.5m 7.90% New
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 212,288212.3k $10.3m $10.3m 0.00% Added +169.8k +169,750
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 191,726191.7k $9.3m $9.3m 0.00% Reduced -33.7k -33,656
17 Private Portfolio Partners LLC 1.86% of their portfolio PARAMUS, NJ 184,980185.0k $8.9m $8.9m 1.86% Added +4.1k +4,142
18 Azimuth Capital Investment Management LLC 0.36% of their portfolio BLOOMFIELD HILLS, MI 178,320178.3k $8.6m $8.6m 0.36% Reduced -20 -20
19 Hall Kathryn A. 1.83% of their portfolio SAN FRANCISCO, CA 163,870163.9k $7.9m $7.9m 1.83% Reduced -10.4k -10,450
20 CONDOR CAPITAL MANAGEMENT 0.76% of their portfolio MARTINSVILLE, NJ 161,043161.0k $7.8m $7.8m 0.76% Reduced -758 -758
21 CONNING INC. 0.23% of their portfolio HARTFORD, CT 144,030144.0k $7.0m $7.0m 0.23% Unchanged
22 VALLEY WEALTH MANAGERS, INC. 0.43% of their portfolio PARAMUS, NJ 117,608117.6k $5.7m $5.7m 0.43% Reduced -11.7k -11,712
23 RETIREMENT FINANCIAL SOLUTIONS, LLC 2.88% of their portfolio KNOXVILLE, TN 116,024116.0k $5.6m $5.6m 2.88% Added +9.5k +9,508
24 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 113,333113.3k $5.5m $5.5m 0.02% New
25 RAYMOND JAMES TRUST N.A. 0.13% of their portfolio ST. PETERSBURG, FL 112,196112.2k $5.4m $5.4m 0.13% Unchanged
26 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 111,468111.5k $5.4m $5.4m 0.00% Reduced -6.4k -6,400
27 Sharper & Granite LLC 2.46% of their portfolio EL SEGUNDO, CA 107,520107.5k $5.1m $5.1m 2.46% Added +9.2k +9,155
28 Federation des caisses Desjardins du Quebec 0.03% of their portfolio LEVIS, A8 100,177100.2k $4.8m $4.8m 0.03% Reduced -2.5k -2,465
29 Harel Insurance Investments & Financial Services Ltd. 0.07% of their portfolio Ramat Gan, L3 78,78478.8k $3.8m $3.8m 0.07% Unchanged
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 78,17778.2k $3.8m $3.8m 0.01% Added +11.6k +11,557
31 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 77,32077.3k $3.7m $3.7m 0.02% Added +1.6k +1,582
32 Curi Capital, LLC 0.07% of their portfolio CHICAGO, IL 60,74760.7k $2.9m $2.9m 0.07% Added +523 +523
33 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 60,61260.6k $2.9m $2.9m 0.02% Reduced -10.1k -10,125
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 58,65658.7k $2.8m $2.8m 0.01% Added +27.2k +27,160
35 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 58,52258.5k $2.8m $2.8m 0.02% Reduced -4.1k -4,073
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 58,32058.3k $2.8m $2.8m 0.00% Reduced -20.0k -20,048
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 53,84653.8k $2.6m $2.6m 0.00% Added +1.8k +1,766
38 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 52,76252.8k $2.5m $2.5m 0.00% Reduced -539 -539
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 50,42250.4k $2.4m $2.4m 0.00% Added +599 +599
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,33340.3k $1.9m $1.9m 0.00% Reduced -32 -32
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 39,94039.9k $1.9m $1.9m 0.00% Added +18.9k +18,947
42 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 39,80239.8k $1.9m $1.9m 0.00% Unchanged
43 CSM Advisors, LLC 0.12% of their portfolio WARRENDALE, PA 37,93337.9k $1.8m $1.8m 0.12% Added +39 +39
44 Eagle Strategies LLC 0.40% of their portfolio NEW YORK, NY 37,73237.7k $1.8m $1.8m 0.40% New
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,69036.7k $1.8m $1.8m 0.00% Reduced -9.4k -9,425
46 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 33,70533.7k $1.6m $1.6m 0.00% Reduced -650 -650
47 RiverFront Investment Group, LLC 0.04% of their portfolio RICHMOND, VA 32,09432.1k $1.6m $1.6m 0.04% Reduced -669 -669
48 Robertson Stephens Wealth Management, LLC 0.08% of their portfolio San Francisco, CA 31,44031.4k $1.5m $1.5m 0.08% Unchanged
49 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 31,27231.3k $1.5m $1.5m 0.01% Reduced -274 -274
50 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 30,69430.7k $1.5m $1.5m 0.08% New
51 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,22930.2k $1.5m $1.5m 0.00% Reduced -628 -628
52 Concord Wealth Partners 0.25% of their portfolio ABINGDON, VA 29,17929.2k $1.4m $1.4m 0.25% Added +1.4k +1,397
53 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 28,01828.0k $1.4m $1.4m 0.00% New
54 COMERICA BANK 0.01% of their portfolio DALLAS, TX 27,70127.7k $1.3m $1.3m 0.01% Added +835 +835
55 THOROUGHBRED FINANCIAL SERVICES, LLC 0.13% of their portfolio BRENTWOOD, TN 26,94326.9k $1.3m $1.3m 0.13% Added +6.8k +6,750
56 GenTrust, LLC 0.08% of their portfolio MIAMI, FL 26,41426.4k $1.3m $1.3m 0.08% Unchanged
57 Sage Capital Management, LLC 0.69% of their portfolio Stockton, NJ 26,35826.4k $1.3m $1.3m 0.69% Unchanged
58 Fiduciary Alliance LLC 0.22% of their portfolio GREENVILLE, SC 25,48225.5k $1.2m $1.2m 0.22% Reduced -9.5k -9,511
59 COUNTRY CLUB BANK 0.09% of their portfolio KANSAS CITY, MO 25,04025.0k $1.2m $1.2m 0.09% Unchanged
60 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 24,70124.7k $1.2m $1.2m 0.00% Reduced -681 -681
61 MMBG INVESTMENT ADVISORS CO. 0.12% of their portfolio MIAMI, FL 23,14023.1k $1.1m $1.1m 0.12% Reduced -6.2k -6,250
62 FLAGSTAR SECURITIES, INC 0.31% of their portfolio New York, NY 22,70822.7k $1.1m $1.1m 0.31% Added +210 +210
63 PFG Advisors 0.08% of their portfolio Phoenix, AZ 22,41222.4k $1.1m $1.1m 0.08% Added +446 +446
64 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 21,44621.4k $1.0m $1.0m 0.00% Reduced -818 -818
65 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 21,42421.4k $1.0m $1.0m 0.00% Reduced -4.2k -4,230
66 M. Kulyk & Associates, LLC 0.24% of their portfolio DECATUR, GA 21,41921.4k $1.0m $1.0m 0.24% Added +2.0k +1,965
67 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 20,58520.6k $994.2k $994.2k 0.01% Added +4.5k +4,495
68 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 20,19520.2k $975.4k $975.4k 0.01% Reduced -1.6k -1,576
69 DHK Financial Advisors, Inc. 0.68% of their portfolio PORTSMOUTH, NH 19,99920.0k $965.9k $965.9k 0.68% Unchanged
70 Graypoint LLC 0.07% of their portfolio Albany, NY 19,24119.2k $929.3k $929.3k 0.07% Added +254 +254
71 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 18,95619.0k $915.6k $915.6k 0.00% Reduced -120 -120
72 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 17,70017.7k $854.9k $854.9k 0.00% Unchanged
73 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 17,59517.6k $849.9k $849.9k 0.06% Reduced -6.6k -6,647
74 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 14,93214.9k $721.2k $721.2k 0.02% Unchanged
75 HOLDERNESS INVESTMENTS CO 0.17% of their portfolio GREENSBORO, NC 14,80714.8k $715.2k $715.2k 0.17% Added +26 +26
76 Harbour Capital Advisors, LLC 0.17% of their portfolio TYSONS CORNER, VA 14,79014.8k $706.5k $706.5k 0.17% Unchanged
77 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 14,59714.6k $705.0k $705.0k 0.01% Unchanged
78 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 14,36814.4k $694.0k $694.0k 0.01% Reduced -874 -874
79 Sloy Dahl & Holst, LLC 0.16% of their portfolio Vancouver, WA 13,92013.9k $672.3k $672.3k 0.16% Added +240 +240
80 Clearwater Capital Advisors, LLC 0.07% of their portfolio HOFFMAN ESTATES, IL 13,64013.6k $658.8k $658.8k 0.07% Unchanged
81 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 13,61213.6k $657.5k $657.5k 0.03% Reduced -46 -46
82 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 13,18813.2k $637.0k $637.0k 0.01% New
83 KANAWHA CAPITAL MANAGEMENT LLC 0.05% of their portfolio RICHMOND, VA 12,88012.9k $622.1k $622.1k 0.05% Unchanged
84 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,76112.8k $616.4k $616.4k 0.01% Reduced -510 -510
85 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 12,52512.5k $604.8k $604.8k 0.02% Added +223 +223
86 Cooksen Wealth, LLC 0.60% of their portfolio THE WOODLANDS, TX 11,85611.9k $572.6k $572.6k 0.60% Reduced -203 -203
87 Bogart Wealth, LLC 0.03% of their portfolio MCLEAN, VA 11,37211.4k $549.3k $549.3k 0.03% Reduced -163 -163
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,18111.2k $540.0k $540.0k 0.00% Added +7.1k +7,074
89 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 11,14111.1k $538.1k $538.1k 0.00% Reduced -2.4k -2,421
90 US FINANCIAL ADVISORS, LLC 0.18% of their portfolio BRAINTREE, MA 10,87210.9k $525.1k $525.1k 0.18% Added +533 +533
91 GYL Financial Synergies, LLC 0.04% of their portfolio West Hartford, CT 10,87010.9k $525.0k $525.0k 0.04% Unchanged
92 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 10,44010.4k $504.3k $504.3k 0.00% Unchanged
93 Allie Family Office LLC 0.15% of their portfolio MIAMI, FL 10,34010.3k $499.4k $499.4k 0.15% New
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,6689.7k $467.0k $467.0k 0.00% Unchanged
95 Parkside Advisors LLC 0.11% of their portfolio BERKELEY, CA 8,8978.9k $429.7k $429.7k 0.11% Unchanged
96 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,7508.8k $422.6k $422.6k 0.00% Added +463 +463
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8,4758.5k $409.3k $409.3k 0.00% Reduced -1.1k -1,145
98 Mill Creek Capital Advisors, LLC 0.01% of their portfolio Conshohocken, PA 8,1868.2k $395.4k $395.4k 0.01% Unchanged
99 CALDWELL SUTTER CAPITAL, INC. 0.19% of their portfolio SAUSALITO, CA 8,1368.1k $393.0k $393.0k 0.19% Unchanged
100 ALETHEA CAPITAL MANAGEMENT, LLC 0.31% of their portfolio MERCER ISLAND, WA 8,0208.0k $387.4k $387.4k 0.31% Unchanged