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WisdomTree Europe Hedged Equity Fund

285 hedge funds and large institutions have $1.67B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

16% more funds holding

Funds holding: 246285 (+39)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $1.55B → $1.67B (+$114M)

4.22% more ownership

Funds ownership: 91.34%95.56% (+4.2%)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

89% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $12.2M

Holders
285
Holders Change
+39
Holders Change %
+15.85%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
61
Increased
71
Reduced
85
Closed
19
Calls
$1.33M
Puts
$12.2M
Net Calls
-$10.8M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Bourgeon Capital Management
Connecticut
$71K
QCG
227
Quadrant Capital Group
Ohio
$70K +$68.9K +2,000 New
PW
228
Price Wealth
Texas
$69K
TL
229
TrueWealth LLC
Georgia
$65K
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$63K +$17.7K +514 +40%
CT
231
Caldwell Trust
Florida
$57.9K +$56.5K +1,640 New
EWM
232
Edge Wealth Management
New York
$57K +$2.76K +80 +5%
PB
233
Pinnacle Bancorp
Nebraska
$54K
Barclays
234
Barclays
United Kingdom
$53K -$5.27M -152,794 -99%
CFA
235
Carroll Financial Associates
North Carolina
$52K
BNP Paribas Financial Markets
236
BNP Paribas Financial Markets
France
$49.4K -$6.89K -200 -13%
AI
237
ArchPoint Investors
Florida
$49K
BWL
238
Bogart Wealth LLC
Virginia
$47K
RMAM
239
Raab & Moskowitz Asset Management
New Jersey
$46K +$45.4K +1,316 New
TRCT
240
Tower Research Capital (TRC)
New York
$44K +$43.4K +1,258 New
CHA
241
Carmichael Hill & Associates
Maryland
$43K +$42.5K +1,232 New
SFA
242
Semmax Financial Advisors
North Carolina
$38K -$7.17K -208 -16%
TFGT
243
TS Financial Group (TSFG)
Illinois
$37K -$11.6K -336 -24%
FPS
244
Fieldpoint Private Securities
Connecticut
$37K
GRP
245
Global Retirement Partners
California
$35K +$34.5K +1,000 New
GWMIA
246
Global Wealth Management Investment Advisory
Florida
$33K -$1.72K -50 -5%
SIC
247
Salem Investment Counselors
North Carolina
$30K
OPS
248
Orion Portfolio Solutions
Nebraska
$30K +$29K +842 New
CYG
249
Clean Yield Group
Vermont
$30K +$29.8K +864 New
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$29K