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WisdomTree Europe Hedged Equity Fund

254 hedge funds and large institutions have $1.65B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.2M

1.67% less ownership

Funds ownership: 94.06%92.4% (-1.7%)

2% less funds holding

Funds holding: 260254 (-6)

7% less capital invested

Capital invested by funds: $1.77B → $1.65B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 102

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
62
Reduced
102
Closed
27
Calls
$2.4M
Puts
$2.2M
Net Calls
+$207K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$18K +$10.6K +324 +140%
CB
227
Community Bank
New York
$17K
BCI
228
Brinker Capital Investments
Pennsylvania
$14K
TRCT
229
Tower Research Capital (TRC)
New York
$13K -$16.6K -504 -56%
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$13K
SIS
231
Sound Income Strategies
Florida
$13K
AF
232
Advisornet Financial
Minnesota
$13K +$13.1K +400 New
RWA
233
Redhawk Wealth Advisors
Minnesota
$11K +$10.9K +332 New
FHA
234
Flagship Harbor Advisors
Massachusetts
$10K -$2.56K -78 -20%
TIM
235
Tortoise Investment Management
New York
$10K
KFS
236
Kelly Financial Services
Massachusetts
$9.13K
LPWM
237
Lake Point Wealth Management
Texas
$9K
VNA
238
Valley National Advisers
Pennsylvania
$9K
JCM
239
Jacobi Capital Management
Pennsylvania
$8K
RIA
240
Realta Investment Advisors
Delaware
$7K +$2.96K +90 +79%
GEA
241
Glen Eagle Advisors
New Jersey
$6.62K
IF
242
Ironwood Financial
Arizona
$6K
ACS
243
Archford Capital Strategies
Illinois
$5K -$854 -26 -14%
MAM
244
Marquette Asset Management
Minnesota
$4K
AWM
245
AllSquare Wealth Management
New York
$3K
AA
246
AlphaMark Advisors
Kentucky
$3K
JFA
247
JNBA Financial Advisors
Minnesota
$3K
MIM
248
Macroview Investment Management
Maryland
$3K
S
249
SignatureFD
Georgia
$3K
FWM
250
Focused Wealth Management
New York
$2K

HEDJ Hedge Fund Activity: Q2 2019 in Review

254 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2019, worth a combined $1.65B — down 6.8% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 62 added.

The largest buyer was People's United Financial, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 254 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.65B of WisdomTree Europe Hedged Equity Fund stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2019 was People's United Financial, an estimated $53.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2019.