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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.51M +$413K +8,742 +35%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$63.7K +1,349 +4%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$1.41M -$4.53K -96 -0.3%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$927K +19,649 +176%
RIG
55
RiverFront Investment Group
Virginia
$1.37M -$82.9K -1,757 -5%
CWP
56
Concord Wealth Partners
Virginia
$1.35M +$27.3K +579 +2%
Cerity Partners
57
Cerity Partners
New York
$1.26M +$303K +6,414 +30%
SCM
58
Sage Capital Management
New Jersey
$1.25M +$66.1K +1,401 +5%
Comerica Bank
59
Comerica Bank
Texas
$1.25M -$4.86K -103 -0.4%
GVAG
60
Great Valley Advisor Group
Delaware
$1.2M +$1.02M +21,676 +445%
CCB
61
Country Club Bank
Missouri
$1.13M
MIA
62
MMBG Investment Advisors
Florida
$1.05M
FA
63
Flagstar Advisors
New York
$1.04M +$18.2K +385 +2%
PA
64
PFG Advisors
Arizona
$1.03M +$13.7K +290 +1%
G
65
GenTrust
Florida
$1M -$198K -4,200 -16%
GL
66
Graypoint LLC
New York
$998K +$134K +2,838 +15%
OMC
67
Old Mission Capital
Illinois
$992K +$1.04M +21,934 New
MKA
68
M. Kulyk & Associates
Georgia
$990K +$22.9K +486 +2%
IWC
69
Integrated Wealth Concepts
Massachusetts
$980K +$69.6K +1,474 +7%
M&T Bank
70
M&T Bank
New York
$970K
AWS
71
Atria Wealth Solutions
New York
$938K +$7.36K +156 +0.8%
Deutsche Bank
72
Deutsche Bank
Germany
$800K
LMKC
73
L.M. Kohn & Company
Ohio
$782K +$817K +17,300 New
Citigroup
74
Citigroup
New York
$764K -$97.1K -2,057 -11%
SA
75
Sanctuary Advisors
Indiana
$714K +$706K +14,948 New

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.