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WisdomTree Europe Hedged Equity Fund

285 hedge funds and large institutions have $1.67B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 71 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 19

16% more funds holding

Funds holding: 246285 (+39)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more capital invested

Capital invested by funds: $1.55B → $1.67B (+$114M)

4.22% more ownership

Funds ownership: 91.34%95.56% (+4.2%)

16% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 85

89% less call options, than puts

Call options by funds: $1.33M | Put options by funds: $12.2M

Holders
285
Holders Change
+39
Holders Change %
+15.85%
% of All Funds
5.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
61
Increased
71
Reduced
85
Closed
19
Calls
$1.33M
Puts
$12.2M
Net Calls
-$10.8M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
76
GeoWealth Management
Illinois
$1.84M +$1.8M +52,220 New
AAM
77
Ameraudi Asset Management
New York
$1.84M +$1.8M +52,122 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.83M -$30.2K -876 -2%
IP
79
Intellectus Partners
California
$1.75M -$141K -4,102 -8%
GA
80
GFS Advisors
Texas
$1.73M
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$1.69M -$132K -3,824 -7%
SPIA
82
Steward Partners Investment Advisory
New York
$1.54M +$55.5K +1,610 +4%
LSPW
83
Lake Street Private Wealth
Illinois
$1.45M +$35.2K +1,022 +3%
HCM
84
Hollencrest Capital Management
California
$1.44M
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.39M
TFS
86
Thoroughbred Financial Services
Tennessee
$1.38M +$120K +3,486 +10%
Bessemer Group
87
Bessemer Group
New Jersey
$1.36M -$1.32M -38,410 -50%
CVM
88
Cheviot Value Management
California
$1.33M -$25.4K -736 -2%
Stifel Financial
89
Stifel Financial
Missouri
$1.28M -$289K -8,394 -19%
OWA
90
Outlook Wealth Advisors
Texas
$1.25M +$52.3K +1,518 +4%
JSAM
91
J. Safra Asset Management
New York
$1.25M +$1.23M +35,626 New
CS
92
Credit Suisse
Switzerland
$1.14M +$23.2K +674 +2%
GIP
93
Granite Investment Partners
California
$1.14M
EAMA
94
EFG Asset Management (Americas)
Florida
$1.14M -$59.9K -1,738 -5%
SIA
95
Starfire Investment Advisers
Michigan
$1.12M -$19.4K -564 -2%
CA
96
Cetera Advisors
Colorado
$1.1M -$3.83M -111,130 -78%
EH
97
Equitable Holdings
New York
$1.1M +$1.08M +31,256 New
SIA
98
Strategic Investment Advisors
Michigan
$1.1M +$72.4K +2,100 +7%
SFS
99
Sowell Financial Services
Arkansas
$1.08M -$772K -22,408 -42%
Credit Agricole
100
Credit Agricole
France
$997K +$973K +28,240 New