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WisdomTree Europe Hedged Equity Fund
HEDJ

Overview Fund Activity

111 hedge funds and large institutions have $1.83B invested in WisdomTree Europe Hedged Equity Fund in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+23
Holders Change %
+26.14%
% of All Funds
3.22%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
35
Increased
56
Reduced
13
Closed
12
Calls
–
Puts
$1.5M
Net Calls
-$1.5M
Net Calls Change
+$531K

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$317M
2
Goldman Sachs
2
Goldman Sachs
New York
$226M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
BTS
4
BB&T Securities
Virginia
$129M
5
Bank of America
5
Bank of America
North Carolina
$235M

Top Sellers

1
LOM
1
Loeb Offshore Management
New York
$0
2
FAAM
2
First Allied Asset Management
California
$0
3
NYLIM
3
New York Life Investment Management
New York
$5.39M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.67M
5
BCM
5
Beck Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$6.28M +$6.28M +217,412 New
3AM
27
3D Asset Management
Connecticut
$6.24M +$6.24M +215,894 New
VKH
28
Virtu KCG Holdings
New York
$6.2M +$6.2M +214,630 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$5.79M +$1.13M +39,240 +24%
PP
30
Patten & Patten
Tennessee
$5.66M +$743K +25,700 +15%
HPBT
31
High Point Bank & Trust
North Carolina
$5.47M +$5.47M +189,140 New
NYLIM
32
New York Life Investment Management
New York
$5.39M -$4.97M -172,114 -48%
GA
33
GFS Advisors
Texas
$5.33M +$5.33M +184,600 New
BEC
34
Blue Edge Capital
Virginia
$5.09M +$19.4K +672 +0.4%
SAMT
35
Select Asset Management & Trust
Pennsylvania
$4.33M +$2.6M +90,000 +150%
WB
36
Webster Bank
Connecticut
$4.27M +$1.09M +37,722 +34%
CCM
37
Condor Capital Management
New Jersey
$3.97M +$34.4K +1,192 +0.9%
SAM
38
Stringer Asset Management
Tennessee
$3.83M +$3.83M +132,414 New
B
39
Baird
Wisconsin
$3.64M +$3M +103,796 +471%
NCMW
40
Northern Capital Management (Wisconsin)
Wisconsin
$3.55M +$2.72M +94,000 +328%
SFPIA
41
Stevens First Principles Investment Advisors
California
$3.2M +$26.9K +930 +0.8%
Creative Planning
42
Creative Planning
Kansas
$3.07M +$3.06M +106,000 +31,361%
SMM
43
Stadion Money Management
Georgia
$2.96M -$273K -9,440 -8%
GEM
44
Global Endowment Management
North Carolina
$2.86M +$1.04M +36,100 +57%
LPL Financial
45
LPL Financial
California
$2.47M +$36K +1,260 +1%
CA
46
Cetera Advisors
Colorado
$2.38M +$1.19M +41,030 +99%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.13M +$976K +33,792 +85%
CS
48
Credit Suisse
Switzerland
$2.1M +$420K +14,526 +25%
ACI
49
Alpha Cubed Investments
California
$2.09M +$2.09M +72,362 New
JWM
50
Jacobus Wealth Management
Wisconsin
$2.08M +$646K +22,350 +45%
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