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WisdomTree Europe Hedged Equity Fund
HEDJ

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: 3 → 4 (+1)

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

1% more funds holding

Funds holding: 189 → 191 (+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

Top Buyers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
+$22.8M
2
AS
Altshuler Shaham
Israel
+$13.4M
3
BlackRock
BlackRock
New York
+$4.31M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.12M
5
LPL Financial
LPL Financial
California
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.3M
2
PVH
Psagot Value Holdings
Israel
-$17.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.9M
4
JSAM
J. Safra Asset Management
New York
-$4.83M
5
Goldman Sachs
Goldman Sachs
New York
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
51
Old Mission Capital
Illinois
$1.39M -$2.98M -79,034 -68%
FTUS
52
Flow Traders U.S.
New York
$1.34M +$1.33M +35,138 New
SCM
53
Southport Capital Management
Tennessee
$1.32M -$177K -4,702 -12%
M&T Bank
54
M&T Bank
New York
$1.29M – – –
IWM
55
IHT Wealth Management
Illinois
$1.27M -$103K -2,720 -8%
GIP
56
Granite Investment Partners
California
$1.25M – – –
BPCE
57
Bank Pictet & Cie (Europe)
Germany
$1.24M – – –
ACP
58
Ashfield Capital Partners
California
$1.22M +$67K +1,778 +6%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.21M – – –
MIH
60
Meitav Investment House
Israel
$1.16M +$103K +2,728 +10%
3AM
61
3EDGE Asset Management
Florida
$1.01M +$46.4K +1,230 +5%
HighTower Advisors
62
HighTower Advisors
Illinois
$1M +$57.2K +1,516 +6%
CG
63
Caprock Group
Idaho
$956K +$946K +25,086 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$941K +$501K +13,296 +121%
CS
65
Credit Suisse
Switzerland
$916K -$27.4K -726 -3%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$863K -$92.9K -2,464 -10%
NEAM
67
New England Asset Management
Connecticut
$823K – – –
AWM
68
Activest Wealth Management
Florida
$777K -$772K -20,464 -50%
Brown Advisory
69
Brown Advisory
Maryland
$755K -$27.8K -738 -4%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$734K -$1.91M -50,740 -72%
BAM
71
Belpointe Asset Management
Nevada
$707K +$372K +9,856 +114%
HCA
72
Harbour Capital Advisors
Virginia
$690K -$11.3K -300 -2%
AAS
73
Avantax Advisory Services
Texas
$669K +$4.3K +114 +0.7%
PA
74
PFG Advisors
Arizona
$669K +$33.9K +900 +5%
KCM
75
Kanawha Capital Management
Virginia
$616K -$1.89K -50 -0.3%
1 2
3
4 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.