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WisdomTree Europe Hedged Equity Fund

195 hedge funds and large institutions have $758M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $662M → $758M (+$96M)

1% more funds holding

Funds holding: 194195 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.75% less ownership

Funds ownership: 45.08%40.32% (-4.8%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
42
Reduced
58
Closed
22
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
76
Holderness Investments Company
North Carolina
$715K +$1.17K +26 +0.2%
HCA
77
Harbour Capital Advisors
Virginia
$707K
Lido Advisors
78
Lido Advisors
California
$705K
PCIA
79
Prime Capital Investment Advisors
Kansas
$694K -$39.3K -874 -6%
SDH
80
Sloy Dahl & Holst
Washington
$672K +$10.8K +240 +2%
CCA
81
Clearwater Capital Advisors
Illinois
$659K
IWM
82
IHT Wealth Management
Illinois
$657K -$2.07K -46 -0.3%
DADC
83
D.A. Davidson & Co
Montana
$637K +$593K +13,188 New
KCM
84
Kanawha Capital Management
Virginia
$622K
EH
85
Equitable Holdings
New York
$616K -$22.9K -510 -4%
PFS
86
Prospera Financial Services
Texas
$605K +$10K +223 +2%
CW
87
Cooksen Wealth
Texas
$573K -$9.13K -203 -2%
BWL
88
Bogart Wealth LLC
Virginia
$549K -$7.33K -163 -1%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$540K +$318K +7,074 +172%
AAS
90
Avantax Advisory Services
Texas
$538K -$109K -2,421 -18%
UFA
91
US Financial Advisors
Massachusetts
$525K +$24K +533 +5%
GFS
92
GYL Financial Synergies
Connecticut
$525K
CB
93
Commerce Bank
Missouri
$504K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$467K
PA
95
Parkside Advisors
California
$430K
Mariner
96
Mariner
Kansas
$423K +$20.8K +463 +6%
SPIA
97
Steward Partners Investment Advisory
New York
$409K -$51.5K -1,145 -12%
MCCA
98
Mill Creek Capital Advisors
Pennsylvania
$395K
CSC
99
Caldwell Sutter Capital
California
$393K
ACM
100
Alethea Capital Management
Washington
$387K