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WisdomTree Europe Hedged Equity Fund

192 hedge funds and large institutions have $673M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 198192 (-6)

3.95% less ownership

Funds ownership: 44.84%40.88% (-4%)

13% less capital invested

Capital invested by funds: $775M → $673M (-$102M)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less call options, than puts

Call options by funds: $85K | Put options by funds: $171K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
48
Reduced
62
Closed
11
Calls
$85K
Puts
$171K
Net Calls
-$86K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sage Capital Management
New Jersey
$1.53M +$281K +6,372 +23%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.43M -$107K -2,422 -7%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$1.4M
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$19.1K -432 -1%
RIG
55
RiverFront Investment Group
Virginia
$1.35M -$15.5K -351 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.33M +$1.16M +26,190 +872%
Comerica Bank
57
Comerica Bank
Texas
$1.24M -$928 -21 -0.1%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.08M +$658K +14,896 +167%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.08M -$1.92M -43,484 -64%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$1.04M -$450K -10,185 -30%
PA
61
PFG Advisors
Arizona
$1.04M +$20.1K +456 +2%
CCB
62
Country Club Bank
Missouri
$1.04M -$97.2K -2,200 -9%
MIA
63
MMBG Investment Advisors
Florida
$1.04M
FA
64
Flagstar Advisors
New York
$1.03M -$11.2K -253 -1%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.01M +$37.1K +840 +4%
MKA
66
M. Kulyk & Associates
Georgia
$1M +$19.2K +435 +2%
G
67
GenTrust
Florida
$997K
GL
68
Graypoint LLC
New York
$968K -$23.3K -528 -2%
M&T Bank
69
M&T Bank
New York
$957K -$5.39K -122 -0.6%
Cerity Partners
70
Cerity Partners
New York
$940K -$304K -6,892 -25%
Citigroup
71
Citigroup
New York
$817K +$57.7K +1,306 +8%
Deutsche Bank
72
Deutsche Bank
Germany
$795K
AWS
73
Atria Wealth Solutions
New York
$685K -$243K -5,496 -26%
Lido Advisors
74
Lido Advisors
California
$672K +$16.7K +379 +3%
AG
75
AlTi Global
New York
$671K +$44 +1 +0%

HEDJ Hedge Fund Activity: Q3 2024 in Review

192 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2024, worth a combined $673M — down 13% from $775M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HEDJ and 6 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 48 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $6.65M. The largest seller was Permanens Capital, cutting an estimated $26.4M.

  • 192 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2024, down from 198 in Q2 2024.
  • Funds reported $673M of WisdomTree Europe Hedged Equity Fund stock for Q3 2024, down 13% quarter-over-quarter.
  • 6 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2024 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $6.65M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2024 was Permanens Capital, an estimated $26.4M sold.

Based on aggregated 13F filings for Q3 2024.