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WisdomTree Europe Hedged Equity Fund

334 hedge funds and large institutions have $3.66B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

93% more call options, than puts

Call options by funds: $109M | Put options by funds: $56.2M

10% more funds holding

Funds holding: 304334 (+30)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

6% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 98

6.74% less ownership

Funds ownership: 103.66%96.92% (-6.7%)

22% less capital invested

Capital invested by funds: $4.69B → $3.66B (-$1.03B)

Holders
334
Holders Change
+30
Holders Change %
+9.87%
% of All Funds
7.58%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.52%
New
71
Increased
104
Reduced
98
Closed
36
Calls
$109M
Puts
$56.2M
Net Calls
+$52.4M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$14K +$14.4K +442 New
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$12K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.04K -186 -36%
PGWM
304
Parisi Gray Wealth Management
New Jersey
$11K +$11.4K +350 New
GFP
305
Gryphon Financial Partners
Ohio
$11K +$11.7K +360 New
PS
306
Portfolio Strategies
New York
$11K +$11.7K +360 New
FWM
307
Focused Wealth Management
New York
$10K +$6.24K +192 +163%
VNA
308
Valley National Advisers
Pennsylvania
$9K
Manulife (Manufacturers Life Insurance)
309
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$1.56K +48 +21%
MWM
310
Mascoma Wealth Management
New Hampshire
$9K +$9.1K +280 New
PCA
311
Providence Capital Advisors
North Carolina
$9K +$9.23K +284 New
JCM
312
Jacobi Capital Management
Pennsylvania
$8K -$7.93K -244 -50%
BWL
313
Bogart Wealth LLC
Virginia
$7K
NSIM
314
North Star Investment Management
Illinois
$6K
OIA
315
OneDigital Investment Advisors
Kansas
$6K
VFA
316
Valeo Financial Advisors
Indiana
$6K +$6.63K +204 New
SP
317
SWS Partners
Ohio
$5K +$4.61K +142 New
MSA
318
Marino Stram & Associates
Massachusetts
$5K +$4.81K +148 New
WPA
319
West Paces Advisors
Georgia
$4.78K
WEC
320
Winslow Evans & Crocker
Massachusetts
$4.52K
AIM
321
Advantage Investment Management
Iowa
$4K
EWM
322
Endurance Wealth Management
Rhode Island
$4K
BHB
323
Bank Hapoalim BM
Israel
$3.69K -$450K -13,860 -11%
TFA
324
Transamerica Financial Advisors
Florida
$3K -$65 -2 -2%
AA
325
AlphaMark Advisors
Kentucky
$3K