We are live on ! Find out more
HEDJ icon

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
VCP
251
Verus Capital Partners
Arizona
$27K +$26.1K +756 New
KWM
252
Keebeck Wealth Management
Illinois
$27K +$26.4K +766 New
AWA
253
Arkadios Wealth Advisors
Georgia
$25.9K +$25K +724 New
ACM
254
Allred Capital Management
Texas
$22.9K +$22.4K +650 New
VFA
255
Valeo Financial Advisors
Indiana
$20K
AF
256
Advisornet Financial
Minnesota
$19K
BCI
257
Brinker Capital Investments
Pennsylvania
$15K
SBL
258
Sargent Bickham Lagudis
Colorado
$15K +$14.7K +426 New
HIA
259
Harbor Investment Advisory
Maryland
$15K +$15.1K +438 New
BBPWM
260
Blue Bell Private Wealth Management
Pennsylvania
$14K
TAM
261
Townsend Asset Management
North Carolina
$14K +$13.8K +400 New
SIS
262
Sound Income Strategies
Florida
$13K
KFS
263
Kelly Financial Services
Massachusetts
$9.74K
JCM
264
Jacobi Capital Management
Pennsylvania
$8K
GEA
265
Glen Eagle Advisors
New Jersey
$7.06K
AssetMark Inc
266
AssetMark Inc
California
$7K -$12.1K -350 -64%
RIA
267
Realta Investment Advisors
Delaware
$7K
FCB
268
First Command Bank
Texas
$7K +$6.89K +200 New
FCFS
269
First Command Financial Services
Texas
$7K +$6.89K +200 New
FHA
270
Flagship Harbor Advisors
Massachusetts
$6K -$5.45K -158 -49%
IF
271
Ironwood Financial
Arizona
$6K
LFG
272
Larson Financial Group
Missouri
$6K +$6.07K +176 New
TIM
273
Tortoise Investment Management
New York
$5K -$5.17K -150 -50%
ACM
274
Anfield Capital Management
California
$5K +$5.1K +148 New
AA
275
AlphaMark Advisors
Kentucky
$4K