We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund

194 hedge funds and large institutions have $662M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $586M → $662M (+$76.3M)

5% more funds holding

Funds holding: 184194 (+10)

2.52% more ownership

Funds ownership: 42.56%45.08% (+2.5%)

33% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 66

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
44
Reduced
66
Closed
8
Calls
$97K
Puts
Net Calls
+$97K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
Sharper & Granite
California
$4.21M +$160K +3,960 +4%
HIIFS
27
Harel Insurance Investments & Financial Services
Israel
$3.38M +$32K +790 +1%
Truist Financial
28
Truist Financial
North Carolina
$3.36M +$49.9K +1,233 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.25M -$76.6K -1,893 -2%
KAS
30
Kestra Advisory Services
Texas
$3.03M -$527K -13,031 -16%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.85M +$25.2K +624 +0.9%
HNB
32
Huntington National Bank
Ohio
$2.68M
CRC
33
Curi RMB Capital
Illinois
$2.58M -$72.2K -1,786 -3%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$2.28M +$4K +99 +0.2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.23M -$55.9K -1,382 -3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.13M -$139K -3,429 -6%
OMC
37
Old Mission Capital
Illinois
$2.04M -$374K -9,257 -16%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.98M -$839K -20,744 -31%
Ameriprise
39
Ameriprise
Minnesota
$1.82M -$207K -5,120 -11%
Creative Planning
40
Creative Planning
Kansas
$1.73M +$4.33K +107 +0.3%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$1.71M -$195K -4,812 -11%
CA
42
CSM Advisors
Pennsylvania
$1.62M -$11.9K -294 -0.8%
FA
43
Fiduciary Alliance
South Carolina
$1.5M -$31.8K -785 -2%
Corient Private Wealth
44
Corient Private Wealth
Florida
$1.47M -$19.9K -493 -1%
SA
45
Sunesis Advisors
Kansas
$1.41M
RIG
46
RiverFront Investment Group
Virginia
$1.4M -$59.3K -1,465 -4%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$1.35M -$19.6K -484 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.35M -$44.9K -1,110 -3%
RSWM
49
Robertson Stephens Wealth Management
California
$1.35M
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.32M -$3.72K -92 -0.3%