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WisdomTree Europe Hedged Equity Fund - HEDJ

WisdomTree Europe Hedged Equity Fund - HEDJ

Profile

Data Providers

Quote

  • nav ($)
    60.61
  • nav change
    0.04 / 0.1%
(As of Tuesday March 07, 2017)

Overview

  • distribution channel

    Institutional

  • ticker

    HEDJ

  • category

    European Region Funds

  • management type

    Index

  • total assets

    $9.06B

Read description

Fund Scorecard

assets
$9B
Great
flows
$8B
Poor
fees
0.58%
Average
turnover
29%
Average
performance
20.41%
Great
manager tenure
8.1
Great

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder 2015

Parametric Portfolio Associates Llc

$3,452,000

Bank Of Stockton

$2,823,000
Capital Analysts, Inc. $145,000
Rfg Advisory Group, Llc $1,986,000
Raymond James & Associates $125,718,000
Mariner Wealth Advisors, Llc $3,246,000

Ramsey Asset Management

$4,793,000
Seabridge Investment Advisors Llc $4,889,000
Quintium Advisors, Llc $2,317,000

Scotia Capital Inc.

$15,319,000
General Re New England Asset Management Inc $9,729,000
Agf Investments Inc. $1,961,000
Lowe Fs, Llc $705,000
Independent Portfolio Consultants, Inc. $665,000

Integral Derivatives, Llc

$339,000

Ameriprise Financial Inc

$143,288,000
Partnervest Advisory Services Llc $1,412,000
Commonwealth Equity Services, Inc $12,844,000

Cetera Investment Advisers

$674,000
Cls Investments, Llc $4,112,000
Bellecapital International Ltd. $211,000
Mather Group, Inc. $25,576,000
Efg Asset Management (Americas) Corp. $2,459,000
Starfire Investment Advisers, Inc. $2,361,000

Migdal Insurance & Financial Holdings Ltd.

$364,000
Gradient Investments Llc $5,000
West Chester Capital Advisors, Inc $700,000

Whittier Trust Co Of Nevada Inc

$1,713,000

Diversified Trust Co

$435,000
Thompson Davis & Co., Inc. $16,000
Focused Wealth Management, Inc $123,000
Optimum Investment Advisors $1,866,000
Condor Capital Management $14,689,000

Royal Bank Of Canada

$86,153,000
Marquette Asset Management Inc. $1,610,000
Waldron, Lp $589,000
One Capital Management, Llc $1,435,000

Kcg Holdings, Inc.

$6,171,000
Pinnacle Summer Investments, Inc. $3,000
Rockefeller Financial Services Inc $16,000
Capital Planning Advisors, Llc $2,190,000
Quadrant Capital Management, Llc $1,285,000
Usca Ria Llc $710,000

Jefferies Group Llc

$584,000
Whalerock Point Partners, Llc $340,000
Stifel Financial Corp $20,544,000
Eaton Vance Management $1,709,000
Brown Advisory Inc $324,000
Fis Group, Inc. $5,205,000
Citadel Advisors Llc $966,000
Blair William & Co/Il $1,014,000

Cibc World Markets Inc.

$1,318,000

Peoples Bank National Association

$863,000
Efficient Market Advisors, Llc $1,070,000

Whittier Trust Co

$1,287,000
Ancora Advisors, Llc $590,000
Pacwest Financial Management Inc $4,181,000
Benjamin F. Edwards & Company, Inc. $16,000
Wolverine Asset Management Llc $2,043,000

Guggenheim Capital Llc

$15,938,000
Beacon Capital Management, Inc. $57,000
Sei Investments Co $9,836,000

Coordinating Investment Fiduciary Of Raytheon Master Pension Trust

$28,300,000
Howland Capital Management Llc $372,000
Sii Investments Inc/Wi $454,000
Cumberland Advisors Inc $7,798,000

Ausdal Financial Partners, Inc.

$116,000
Lvm Capital Management Ltd/Mi $8,229,000
3d Asset Management, Inc $13,569,000
Tortoise Investment Management, Llc $252,000
Baker Avenue Asset Management, Lp $1,170,000
Dynamic Advisors Solutions Llc $423,000
Quadrant Capital Group Llc $278,000
Cwm, Llc $703,000
Fmr Llc $298,197,000
Emerson Investment Management, Llc $20,810,000
Sarasin & Partners Llp $2,043,000

Evercore Wealth Management, Llc

$102,000
Alphamark Advisors, Llc $17,000

Bank Of Nova Scotia

$10,339,000
Ashfield Capital Partners, Llc $2,554,000
Td Asset Management Inc $54,589,000
Newsquare Capital Llc $139,000

Klingman & Associates, Llc

$26,000
Blackrock Investment Management, Llc $322,000
Clear Harbor Asset Management, Llc $1,768,000
First Allied Advisory Services, Inc. $3,908,000
Strategic Investment Management, Llc $174,000
Beaumont Financial Partners, Llc $778,000

Haverford Trust Co

$1,362,000

Umb Bank N A/Mo

$216,000
Hokanson Associates, Inc. $3,988,000
San Francisco Sentry Investment Group (Ca) $200,000
Riverfront Investment Group, Llc $346,573,000
Lpl Financial Llc $125,732,000

Harel Insurance Investments & Financial Services Ltd.

$2,676,000

Fulton Bank, N.A.

$500,000
Millie Capital Management, Llc $2,246,000
Telemus Capital, Llc $7,425,000

Pennsylvania Trust Co

$6,564,000

United Bank /Va/

$9,820,000

Allianz Asset Management Ag

$1,453,000
Heritage Wealth Advisors $13,439,000

Cadence Bank Na

$291,000

Bnp Paribas Arbitrage, Sa

$1,517,000

Massmutual Trust Co Fsb/Adv

$1,599,000

Eastern Bank

$21,004,000

Edmond De Rothschild (Suisse) S.A.

$21,000

Comerica Bank

$214,000

Simplex Trading, Llc

$1,001,000

Compagnie Lombard, Odier Sca

$344,000

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd

$6,535,000
Linscomb & Williams, Inc. $29,792,000
Goldman Sachs Group Inc $813,012,000
Spears Abacus Advisors Llc $1,996,000
Azimuth Capital Management Llc $3,614,000
Kingfisher Capital Llc $4,223,000
Koshinski Asset Management, Inc. $1,005,000

Webster Bank, N. A.

$9,664,000
Janney Capital Management Llc $104,853,000
Private Advisor Group, Llc $2,467,000
Riverpoint Capital Management, Llc $40,508,000

Ubs Group Ag

$739,338,000
Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma $6,000
Winslow, Evans & Crocker, Inc. $45,000

Bokf, Na

$162,000

Bank Of America Corp /De/

$1,853,569,000
Ironsides Asset Advisors, Llc $5,269,000
Brinker Capital Inc $53,512,000

Northwestern Mutual Wealth Management Co

$81,000
Hbk Sorce Advisory Llc $387,000
Blackrock Inc. $1,374,000
Horan Capital Advisors, Llc. $11,469,000

Toronto Dominion Bank

$172,000
Spruce Private Investors, Llc $1,348,000
Holderness Investments Co $2,084,000

Manufacturers Life Insurance Company, The

$9,102,000

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

$27,000

Hilltop Holdings Inc.

$1,481,000
Metlife Securities, Inc $6,278,000
Gemmer Asset Management Llc $3,000
Wedbush Morgan Securities Inc $814,000

United Services Automobile Association

$31,754,000
Patten & Patten Inc/Tn $2,031,000
E&G Advisors, Lp $4,764,000

High Point Bank & Trust Co

$7,659,000
Bank Of Hawaii $1,525,000
Colony Group Llc $355,000
Telemetry Investments, L.L.C. $5,650,000

Bank Of New York Mellon Corp

$32,736,000
Permanens Capital L.P. $17,510,000
Woodmont Investment Counsel Llc $38,000
Ray Gerald L & Associates Ltd $1,527,000
Belmont Global Advisors, Inc. $2,099,000
Green Square Capital Llc $21,567,000
Cobiz Investment Management, Llc $2,112,000
Stadion Money Management, Llc $22,209,000

Tower Research Capital Llc

$7,000

Ayalon Holdings Ltd.

$45,000
Glovista Investments Llc $256,000
Madison Investment Holdings Inc $51,958,000
Stanley-Laman Group, Ltd. $198,000
Cetera Advisor Networks Llc $859,000

Pictet & Cie (Europe) Sa

$3,812,000
Investment Centers Of America Inc $777,000
Hengehold Capital Management Llc $457,000

Commerce Bank

$475,000
Beacon Trust Co $2,385,000
Blue Bell Private Wealth Management, Llc $22,000

Peapack Gladstone Financial Corp

$326,000

Hsbc Holdings Plc

$60,423,000
Atria Investments Llc $3,603,000
Eagle Global Advisors Llc $219,000
Fdx Advisors, Inc. $1,426,000
Williams Jones & Associates Llc $261,000

Progeny 3, Inc.

$29,345,000

Country Club Trust Company, N.A.

$19,312,000
Cambridge Investment Research Advisors, Inc. $5,486,000
First Republic Investment Management, Inc. $64,971,000
Essex Financial Services, Inc. $1,155,000
Hm Payson & Co $216,000

Edmond De Rothschild Holding S.A.

$670,000
Archford Capital Strategies, Llc $16,000
Hightower Advisors, Llc $22,269,000

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Ltd

$2,549,000
Pointe Capital Management Llc $352,000
Lvw Advisors, Llc $1,410,000
Macroview Investment Management Llc $2,000
Patten Group, Inc. $498,000

Bancorpsouth Inc

$673,000
Lenox Wealth Management, Inc. $75,000

Fifth Third Bancorp

$138,283,000

Cornerstone Financial Partners, Llc

$21,600,000
Sawtooth Asset Management, Inc. $37,000

Psagot Investment House Ltd.

$123,655,000
Parallax Volatility Advisers, Llc $529,000
Raymond James Financial Services Advisors, Inc. $31,986,000
Citigroup Inc $33,973,000
Northern Capital Management Llc $2,029,000
Frontier Wealth Management Llc $244,000

Jacobus Wealth Management, Inc.

$6,806,000
Barrington Strategic Wealth Management Group Llc $4,934,000
Nwi Management Lp $53,810,000

Venturi Wealth Management, Llc

$3,963,000

First National Trust Co

$660,000

American International Group Inc

$5,439,000
Next Financial Group, Inc $2,434,000

Bank Hapoalim Bm

$6,783,000
Winfield Associates, Inc. $1,611,000
Mengis Capital Management, Inc. $340,000
Northern Trust Corp $2,937,000
Ubs Oconnor Llc $2,018,000

Ladenburg Thalmann Financial Services Inc

$2,772,000
Kornitzer Capital Management Inc /Ks $1,076,000
Beck Capital Management, Llc $2,353,000
Morgan Stanley $761,717,000
Plante Moran Financial Advisors, Llc $39,000
Weiss Multi-Strategy Advisers Llc $2,018,000

Sg Americas Securities, Llc

$4,366,000
Lenox Wealth Advisors, Inc. $81,000
Capital Advisors, Ltd. Llc $119,000

Mandatum Life Insurance Co Ltd

$358,000
Financial Advisory Service, Inc. $397,000

United Bank, Inc.

$370,000

Bessemer Group Inc

$528,774,000
Stillwater Capital Advisors, Llc $413,000

Barnett & Company, Inc.

$737,000
Hollencrest Securities Llc $3,507,000

Pnc Financial Services Group, Inc.

$12,313,000
Aviance Capital Management, Llc $41,496,000
Overbrook Management Corp $398,000
Coldstream Capital Management Inc $1,572,000
National Asset Management, Inc. $451,000
Taylor Wealth Management Partners $9,137,000
Us Bancorp \De\ $1,762,000
Puplava Financial Services, Inc. $1,304,000
Janney Montgomery Scott Llc $14,756,000
Greenwood Capital Associates Llc $3,977,000

New York State Common Retirement Fund

$3,539,000
Cheviot Value Management, Llc $349,000
Brown Brothers Harriman & Co $103,000
Feltz Wealth Plan Inc. $17,929,000
Miracle Mile Advisors, Llc $11,567,000
Tocqueville Asset Management L.P. $1,105,000
Joel Isaacson & Co., Llc $173,000

Coconut Grove Bank

$4,460,000

Tompkins Financial Corp

$15,713,000

Bbva Compass Bancshares, Inc

$2,673,000
Boston Advisors Llc $248,000
Pinnacle Wealth Management Advisory Group, Llc $291,000
Oppenheimer & Co Inc $7,540,000
Pinnacle Associates Ltd $1,062,000
Payden & Rygel $2,961,000
Hoxton Financial, Inc. $8,632,000
Thrivent Financial For Lutherans $84,002,000
Albion Financial Group /Ut $1,320,000
Pinnacle Advisory Group, Inc. $21,585,000
Calvert Investment Management Inc. $2,495,000
Adell Harriman & Carpenter Inc $664,000
Richard Bernstein Advisors Llc $20,205,000
1832 Asset Management L.P. $844,000

Huntington National Bank

$3,287,000
Valley National Advisers Inc $234,000

Mirae Asset Global Investments Co., Ltd.

$6,585,000
Lakewood Capital Management, Lp $4,466,000
Captrust Financial Advisors $1,448,000
Assetmark, Inc $39,469,000
Wfg Advisors, Lp $266,000

Union Bankshares Corp

$486,000
Tillar-Wenstrup Advisors, Llc $1,584,000
Stratos Wealth Partners, Ltd. $2,205,000
Parsons Capital Management Inc/Ri $1,579,000
Edge Wealth Management Llc $13,224,000

Central Trust & Investment Co

$1,258,000
Advisory Services Network, Llc $707,000
Sigma Planning Corp $1,156,000
Advocacy Wealth Management Services, Llc $464,000
Ipg Investment Advisors Llc $2,147,000
Bruderman Asset Management, Llc $9,000
Financial Partners Capital Management Llc $7,973,000
Interocean Capital, Llc $686,000

Proficio Capital Partners Llc

$1,914,000

Suntrust Banks Inc

$29,184,000
Rothschild Investment Corp /Il $3,908,000

Black Maple Capital Management Lp

$1,057,000
Neuberger Berman Group Llc $4,057,000

Bronfman E.L. Rothschild, L.P.

$27,000

State Of New Jersey Common Pension Fund D

$207,169,000

Laurel Wealth Advisors, Inc.

$568,000

Signature Estate & Investment Advisors Llc

$14,596,000

M&T Bank Corp

$4,239,000
National Planning Corp $966,000
Integrated Wealth Management $180,000
Spot Trading L.L.C $861,000

Susquehanna International Group, Llp

$64,838,000
Confluence Wealth Management Llc $269,000
Transamerica Financial Advisors, Inc. $388,000
Concert Wealth Management Inc. $1,163,000
Livingston Group Asset Management Co (Operating As Southport Capital Management) $1,748,000

Barclays Plc

$4,035,000
United Asset Strategies, Inc. $698,000
Forte Capital Llc /Adv $250,000

Pictet Bank & Trust Ltd

$249,000

Credit Agricole S A

$105,000
Ropes Wealth Advisors Llc $169,000
Brown Advisory Securities, Llc $478,000
Alerus Investment Advisors Corp $329,000

Credit Suisse Ag/

$33,024,000
Richard C. Young & Co., Ltd. $3,288,000
Wells Fargo & Company/Mn $306,665,000
Murphy Capital Management Inc $6,438,000
Cetera Advisors Llc $6,275,000
Winch Advisory Services, Llc $49,000

State Street Corp

$274,734,000
Foster Dykema Cabot & Co Inc/Ma $352,000
Athena Capital Advisors Llc $648,000
Ngam Advisors, L.P. $2,201,000
Edgemoor Investment Advisors, Inc. $5,984,000
Alpha Cubed Investments, Llc $525,000
Simmons First Trust Co Na $1,400,000

Dorsey & Whitney Trust Co Llc

$948,000
Sheets Smith Wealth Management Inc $210,000
Kynikos Associates Lp $4,818,000

Point72 Asset Management, L.P.

$10,762,000

Seaward Management Limited Partnership

$763,000
Capital Investment Advisors, Llc $11,991,000
Carroll Financial Associates, Inc. $124,000
Vicus Capital $3,595,000
Sterling Ridge Capital Management Lp $2,356,000
Baird Financial Group, Inc. $10,688,000
Lba Wealth Management, Llc $7,647,000
Hudock Moyer Wealth Resources, Llc $70,000
Welch & Forbes Llc $2,799,000
Kings Point Capital Management $2,986,000
Signaturefd, Llc $603,000
Zweig-Dimenna Associates Llc $1,372,000

Synovus Financial Corp

$116,000
Provise Management Group, Llc $229,000

Ifp Advisors, Inc

$1,660,000
Davidson D A & Co $77,000
Vontobel Swiss Wealth Advisors Ag $3,843,000

Arrow Financial Corp

$70,000
Hudson Bay Capital Management Lp $5,327,000
Makena Capital Management Llc $1,374,000

Jane Street Group, Llc

$182,955,000
Courier Capital Corp $389,000
Train Babcock Advisors Llc $4,334,000
Homrich & Berg $3,438,000
Jpmorgan Chase & Co $31,881,000
Caprock Group, Inc. $7,287,000
Moors & Cabot, Inc. $334,000
Bb&T Securities, Llc $20,476,000

Strategic Financial Group, Llc

$4,085,000
American Independence Financial Services Llc $6,625,000

Dg Capital Management Inc

$427,000
Glenmede Trust Co Na $2,771,000
Putnam Fl Investment Management Co $830,000
Financial Advantage, Inc. $7,824,000
Argentus Capital Management, Llc $561,000
Prospera Financial Services Inc $265,000

Two Sigma Securities, Llc

$388,000
Garde Capital, Inc. $222,000
Gupta Wealth Management Llc $3,000

Institute For Wealth Management, Llc.

$2,444,000
Creative Planning $545,000

Natixis

$330,000
Financial Architects, Inc $547,000
Gm Advisory Group, Inc. $11,490,000

Banque Pictet & Cie Sa

$4,541,000
Envestnet Asset Management Inc $145,346,000
Bartlett & Co. Llc $11,000
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $9.06B

    (Through Feb 2017)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $8.22B

    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.58%

    Average
    There is no Fee data available to display at this time.

    Turnover

    turnover

    29%

    Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    20.41%

    There is no Performance data available to display at this time.
    Peer Group consists of 163 European Region Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 4.41
    Sharpe Ratio ² 0.58
    R-Squared ³ 0.43
    Beta ³ 0.98
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    #[[rank]] out of [[total]]
    European Region Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Karen Q. Wong

      01-01-2009 - present
    • Richard A. Brown

      01-01-2009 - present
    • Thomas J. Durante

      01-01-2009 - present