HEDJ icon

WisdomTree Europe Hedged Equity Fund
HEDJ

Overview Fund Activity

305 hedge funds and large institutions have $5.22B invested in WisdomTree Europe Hedged Equity Fund in 2016 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 153 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-21
Holders Change %
-6.44%
% of All Funds
8.15%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
36
Increased
69
Reduced
153
Closed
53
Calls
$444M
Puts
$65.4M
Net Calls
+$379M
Net Calls Change
+$339M

Top Buyers

1
BFM
Boston Financial Management
Massachusetts
$20.5M
2
OMC
Old Mission Capital
Illinois
$15M
3
Citadel Advisors
Citadel Advisors
Florida
$13M
4
AL
Aspiriant LLC
California
$12.7M
5
Jane Street
Jane Street
New York
$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.42B
2
RIG
RiverFront Investment Group
Virginia
$174M
3
UBS Group
UBS Group
Switzerland
$326M
4
State Street
State Street
Massachusetts
$69M
5
Morgan Stanley
Morgan Stanley
New York
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
251
Valley National Advisers
Pennsylvania
$221K – – –
PA
252
Pinnacle Associates
New York
$212K -$325K -12,874 -61%
JSAM
253
J. Safra Asset Management
New York
$202K +$202K +7,986 New
GC
254
Garde Capital
Washington
$200K -$49.7K -1,972 -20%
SIG
255
Stanford Investment Group
California
$187K +$187K +7,400 New
Creative Planning
256
Creative Planning
Kansas
$168K -$115K -4,548 -41%
JIC
257
Joel Isaacson & Co
New York
$163K – – –
IWM
258
Integrated Wealth Management
California
$133K -$18.5K -730 -12%
CFA
259
Carroll Financial Associates
North Carolina
$133K – – –
CAL
260
Capital Advisors Ltd
Ohio
$112K – – –
BIM
261
BlackRock Investment Management
Delaware
$109K +$24.5K +970 +29%
GWM
262
Geneos Wealth Management
Colorado
$76K -$4.35K -174 -5%
LWA
263
Lenox Wealth Advisors
New York
$76K – – –
AssetMark Inc
264
AssetMark Inc
California
$53K -$22.2M -884,722 -100%
ACM
265
Argentus Capital Management
Texas
$53K -$2.33K -92 -4%
RFS
266
Rockefeller Financial Services
New York
$51K – – –
First Manhattan
267
First Manhattan
New York
$49K +$49K +1,976 New
BCMIO
268
Beacon Capital Management Inc (Ohio)
Ohio
$45K -$5.25K -210 -10%
PWM
269
Perigon Wealth Management
California
$41K +$41K +1,610 New
AWMS
270
Advocacy Wealth Management Services
Georgia
$40K -$340K -13,570 -89%
WTB
271
Washington Trust Bank
Washington
$40K – – –
HPBT
272
High Point Bank & Trust
North Carolina
$37K -$4.86M -195,114 -99%
TIM
273
Tortoise Investment Management
New York
$35K -$56.3K -2,250 -62%
DADC
274
D.A. Davidson & Co
Montana
$35K +$4.28K +174 +14%
HI
275
Hudock Inc
Pennsylvania
$33K -$32.5K -1,290 -50%
9 10
11
12 13