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WisdomTree Europe Hedged Equity Fund

191 hedge funds and large institutions have $752M invested in WisdomTree Europe Hedged Equity Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 189191 (+2)

2% more capital invested

Capital invested by funds: $737M → $752M (+$14.6M)

1.19% less ownership

Funds ownership: 75.96%74.77% (-1.2%)

38% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 69

50% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $4.37M

Holders
191
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
25
Increased
43
Reduced
69
Closed
22
Calls
$2.18M
Puts
$4.37M
Net Calls
-$2.19M
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.8M -$111K -2,954 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.76M -$115K -3,038 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.75M +$687K +18,216 +34%
Citigroup
29
Citigroup
New York
$2.65M -$99.2K -2,630 -4%
CCA
30
Clearwater Capital Advisors
Illinois
$2.51M -$33.7K -894 -1%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$2.47M -$320K -8,490 -12%
KAS
32
Kestra Advisory Services
Texas
$2.46M -$269K -7,136 -10%
CRC
33
Curi RMB Capital
Illinois
$2.45M -$89.8K -2,380 -4%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$2.42M +$47.9K +1,270 +2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.33M -$2.49K -66 -0.1%
LSPW
36
Lake Street Private Wealth
Illinois
$2.31M -$111K -2,936 -5%
WFO
37
Wealthgate Family Office
Colorado
$2.25M -$1.98M -52,554 -47%
Nomura Asset Management
38
Nomura Asset Management
Japan
$2.1M +$914K +24,250 +79%
PSUF
39
People's United Financial
Connecticut
$2.09M -$414K -10,966 -17%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.96M -$96.6K -2,562 -5%
AWM
41
AE Wealth Management
Kansas
$1.89M +$124K +3,282 +7%
NL
42
NWAM LLC
Washington
$1.58M
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.57M +$2.11K +56 +0.1%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.56M +$13.5K +358 +0.9%
CCT
45
Country Club Trust
Missouri
$1.54M -$265K -7,020 -15%
G
46
GenTrust
Florida
$1.48M -$21.7K -576 -1%
HNB
47
Huntington National Bank
Ohio
$1.44M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.41M -$88.2K -2,340 -6%
GA
49
GFS Advisors
Texas
$1.4M
Creative Planning
50
Creative Planning
Kansas
$1.4M -$78.9K -2,092 -5%

HEDJ Hedge Fund Activity: Q2 2021 in Review

191 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2021, worth a combined $752M — up 2% from $737M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HEDJ positions and 22 closed out — a net gain of 3 holders — while 43 added to existing stakes and 69 trimmed.

The largest buyer was Permanens Capital, adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $22.3M.

  • 191 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2021, up from 189 in Q1 2021.
  • Funds reported $752M of WisdomTree Europe Hedged Equity Fund stock for Q2 2021, up 2% quarter-over-quarter.
  • 25 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2021 and 22 closed out, a net change of +3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2021 was Permanens Capital, an estimated $22.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2021 was Fidelity Investments, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2021.