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WisdomTree Europe Hedged Equity Fund

198 hedge funds and large institutions have $775M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

756% more call options, than puts

Call options by funds: $77K | Put options by funds: $9K

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

4.51% more ownership

Funds ownership: 40.32%44.84% (+4.5%)

2% more funds holding

Funds holding: 195198 (+3)

2% more capital invested

Capital invested by funds: $758M → $775M (+$16.6M)

Holders
198
Holders Change
+3
Holders Change %
+1.54%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
26
Retirement Financial Solutions
Tennessee
$5.89M +$672K +14,229 +12%
SG
27
Sharper & Granite
California
$5.17M +$321K +6,802 +6%
RJT
28
Raymond James Trust
Florida
$5.07M
RJA
29
Raymond James & Associates
Florida
$4.79M -$258K -5,462 -5%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.42M -$113K -2,386 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.01M +$539K +11,419 +15%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$3.6M +$1.88M +39,802 +100%
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$3.56M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.52M +$907K +19,215 +33%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.45M -$85.5K -1,811 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.06M +$1.31M +27,732 +69%
KWM
37
Kingsview Wealth Management
Oregon
$2.98M +$2.8M +59,239 +885%
KAS
38
Kestra Advisory Services
Texas
$2.82M +$79.9K +1,693 +3%
Truist Financial
39
Truist Financial
North Carolina
$2.65M +$19K +402 +0.7%
HNB
40
Huntington National Bank
Ohio
$2.65M
CRC
41
Curi RMB Capital
Illinois
$2.62M -$132K -2,791 -5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.54M +$105K +2,215 +4%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$2.4M +$10.2K +217 +0.4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.23M -$46.8K -991 -2%
CA
45
CSM Advisors
Pennsylvania
$2.08M +$382K +8,093 +21%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.77M +$579K +12,276 +46%
Creative Planning
47
Creative Planning
Kansas
$1.73M -$92.8K -1,967 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.72M +$59K +1,251 +3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.55M +$291K +6,169 +22%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.53M +$4.63K +98 +0.3%

HEDJ Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2024, worth a combined $775M — up 2.2% from $758M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HEDJ positions and 18 closed out — a net gain of 6 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Madison Asset Management, opening a new position worth an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.3M.

  • 198 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $775M of WisdomTree Europe Hedged Equity Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2024 was Madison Asset Management, an estimated $15.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2024 was JP Morgan Chase, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.