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WisdomTree Europe Hedged Equity Fund

304 hedge funds and large institutions have $4.69B invested in WisdomTree Europe Hedged Equity Fund in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $39.4M

17.61% more ownership

Funds ownership: 86.05%103.66% (+18%)

17% more capital invested

Capital invested by funds: $4.02B → $4.69B (+$670M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% less funds holding

Funds holding: 318304 (-14)

14% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 112

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

Holders
304
Holders Change
-14
Holders Change %
-4.4%
% of All Funds
7.58%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
37
Increased
96
Reduced
112
Closed
48
Calls
$95.2M
Puts
$39.4M
Net Calls
+$55.8M
Net Calls Change
+$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Caprock Group
Idaho
$8.6M +$129K +4,100 +2%
JWM
52
Jacobus Wealth Management
Wisconsin
$8.25M +$158K +5,050 +2%
GAG
53
GM Advisory Group
New York
$7.8M +$232K +7,398 +3%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$7.55M -$316K -10,094 -4%
Stifel Financial
55
Stifel Financial
Missouri
$7.47M +$882K +28,152 +14%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$7.32M -$73.8K -2,356 -1%
EWM
57
Edge Wealth Management
New York
$7.19M +$6.95M +221,618 +36,331%
HJMC
58
Hellman Jordan Management Company
Massachusetts
$6.82M +$6.6M +210,700 New
JMPWA
59
JP Morgan Private Wealth Advisors
California
$6.74M -$3.66M -116,804 -36%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6.58M +$915K +29,202 +17%
IWA
61
Intercontinental Wealth Advisors
Texas
$6.38M +$684K +21,836 +12%
EA
62
Edge Advisors
Georgia
$6.35M +$503K +16,048 +9%
BlackRock
63
BlackRock
New York
$6.24M +$5.11M +162,876 +542%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$5.91M -$417K -13,294 -7%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$5.6M -$4.95M -157,954 -48%
HNB
66
Huntington National Bank
Ohio
$5.56M
BL
67
BFSG LLC
California
$5.54M -$10.8K -344 -0.2%
CIA
68
Capital Investment Advisors
Georgia
$5.47M -$171K -5,450 -3%
WF
69
Welch & Forbes
Massachusetts
$4.98M -$207K -6,600 -4%
ACM
70
Azimuth Capital Management
Michigan
$4.97M +$134K +4,290 +3%
NVIM
71
New Vernon Investment Management
Illinois
$4.96M
Citadel Advisors
72
Citadel Advisors
Florida
$4.96M -$16M -511,736 -77%
SFG
73
StrategIQ Financial Group
Indiana
$4.8M +$562K +17,928 +14%
IUHSA
74
Itau Unibanco Holding S.A.
Brazil
$4.62M +$2.14M +68,372 +92%
CG
75
Cutler Group
California
$4.5M +$4.21M +134,156 +2,683%