We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund

61 hedge funds and large institutions have $515M invested in WisdomTree Europe Hedged Equity Fund in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

63% more call options, than puts

Call options by funds: $368K | Put options by funds: $226K

54% more capital invested

Capital invested by funds: $335M → $515M (+$180M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more funds holding

Funds holding: 5061 (+11)

7.11% less ownership

Funds ownership: 107.56%100.45% (-7.1%)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
17
Increased
25
Reduced
15
Closed
6
Calls
$368K
Puts
$226K
Net Calls
+$142K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.03M +$1.01M +36,532 New
VC
27
Vicus Capital
Pennsylvania
$1.02M +$58.1K +2,102 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$969K +$948K +34,290 New
CS
29
Credit Suisse
Switzerland
$923K -$383K -13,862 -30%
BCM
30
Beck Capital Management
Texas
$906K +$30.5K +1,102 +4%
AL
31
Aspiriant LLC
California
$876K +$856K +30,976 New
Citigroup
32
Citigroup
New York
$874K +$221K +7,992 +35%
RJA
33
Raymond James & Associates
Florida
$732K +$715K +25,884 New
GEM
34
Global Endowment Management
North Carolina
$729K +$713K +25,800 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$703K -$26K -942 -4%
LPL Financial
36
LPL Financial
California
$702K -$120K -4,340 -15%
B
37
Baird
Wisconsin
$618K -$4.2K -152 -0.7%
B
38
Bellecapital
Switzerland
$559K +$547K +19,780 New
DWT
39
Dorsey & Whitney Trust
South Dakota
$509K +$497K +18,000 New
WA
40
Winfield Associates
Ohio
$486K -$635K -22,970 -57%
EGA
41
E&G Advisors
Texas
$477K
PR
42
Payden & Rygel
California
$467K +$24.9K +900 +6%
Barclays
43
Barclays
United Kingdom
$465K +$457K +16,524 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$463K +$40.4K +1,462 +10%
BHB
45
Bank Hapoalim BM
Israel
$424K +$414K +15,000 New
MAA
46
Managed Account Advisors
New Jersey
$369K +$361K +13,050 New
UR
47
USCA RIA
Texas
$360K +$5.58K +202 +2%
PA
48
Pinnacle Associates
New York
$305K +$298K +10,800 New
PCM
49
Parsons Capital Management
Rhode Island
$237K +$232K +8,390 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$183K +$82.9K +3,000 +86%