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WisdomTree Europe Hedged Equity Fund

184 hedge funds and large institutions have $586M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

2% more funds holding

Funds holding: 180184 (+4)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less capital invested

Capital invested by funds: $591M → $586M (-$5.36M)

36% less call options, than puts

Call options by funds: $82K | Put options by funds: $128K

40.24% less ownership

Funds ownership: 82.8%42.56% (-40%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
57
Reduced
57
Closed
9
Calls
$82K
Puts
$128K
Net Calls
-$46K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$4.22M +$679K +16,820 +19%
RFS
27
Retirement Financial Solutions
Tennessee
$3.9M +$633K +15,702 +19%
SG
28
Sharper & Granite
California
$3.73M +$247K +6,115 +7%
KAS
29
Kestra Advisory Services
Texas
$3.31M -$1.21M -29,916 -26%
HIIFS
30
Harel Insurance Investments & Financial Services
Israel
$3.08M
MML Investors Services
31
MML Investors Services
Massachusetts
$3.07M +$2.64M +65,463 +538%
Truist Financial
32
Truist Financial
North Carolina
$3.05M +$1.19M +29,535 +62%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.64M +$987K +24,465 +58%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.61M -$1.05K -26 -0%
HNB
35
Huntington National Bank
Ohio
$2.53M
CRC
36
Curi RMB Capital
Illinois
$2.45M +$11.6K +288 +0.5%
OMC
37
Old Mission Capital
Illinois
$2.24M +$2.29M +56,824 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.11M -$2.74K -68 -0.1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.1M -$36.1K -894 -2%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$2.08M +$40K +992 +2%
MIA
41
MMBG Investment Advisors
Florida
$1.93M -$161K -4,002 -8%
Ameriprise
42
Ameriprise
Minnesota
$1.88M -$8.39K -208 -0.4%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.78M -$369K -9,136 -17%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.76M
Creative Planning
45
Creative Planning
Kansas
$1.59M +$29K +718 +2%
CA
46
Cetera Advisors
Colorado
$1.59M +$134K +3,330 +9%
CA
47
CSM Advisors
Pennsylvania
$1.51M
FA
48
Fiduciary Alliance
South Carolina
$1.41M -$3.47K -86 -0.2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.38M +$519K +12,854 +58%
RIG
50
RiverFront Investment Group
Virginia
$1.35M -$1.45M -35,908 -51%