We are live on ! Find out more
HEDJ icon

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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.33M +$58.9K +1,460 +5%
SA
52
Sunesis Advisors
Kansas
$1.3M +$1.33M +32,860 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.29M -$114K -2,838 -8%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$1.27M -$6.05K -150 -0.5%
RSWM
55
Robertson Stephens Wealth Management
California
$1.24M
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.22M +$1.25M +30,949 New
G
57
GenTrust
Florida
$1.14M
Comerica Bank
58
Comerica Bank
Texas
$1.1M +$1.13M +27,900 New
CWP
59
Concord Wealth Partners
Virginia
$1.07M +$1.1M +27,161 New
CCB
60
Country Club Bank
Missouri
$1.02M
CG
61
Caprock Group
Idaho
$955K +$40 +1 +0%
FA
62
Flagstar Advisors
New York
$951K -$192K -4,749 -16%
M&T Bank
63
M&T Bank
New York
$885K -$25.3K -628 -3%
IWC
64
Integrated Wealth Concepts
Massachusetts
$824K +$59.4K +1,472 +8%
HighTower Advisors
65
HighTower Advisors
Illinois
$794K -$130K -3,221 -14%
PA
66
PFG Advisors
Arizona
$792K -$9.08K -225 -1%
NLG
67
New Legacy Group
New York
$790K -$807K -20,000 -50%
DFA
68
DHK Financial Advisors
New Hampshire
$787K +$1.45K +36 +0.2%
CAN
69
Cetera Advisor Networks
California
$781K +$191K +4,739 +32%
Cerity Partners
70
Cerity Partners
New York
$777K -$440K -10,904 -36%
Citigroup
71
Citigroup
New York
$776K +$102K +2,532 +15%
Deutsche Bank
72
Deutsche Bank
Germany
$721K +$22K +546 +3%
TFS
73
Thoroughbred Financial Services
Tennessee
$718K +$217K +5,390 +42%
MKA
74
M. Kulyk & Associates
Georgia
$716K +$162K +4,010 +28%
AWS
75
Atria Wealth Solutions
New York
$700K +$4.48K +111 +0.6%