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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
AG
76
AlTi Global
New York
$675K +$236 +5 +0%
HCA
77
Harbour Capital Advisors
Virginia
$672K
Lido Advisors
78
Lido Advisors
California
$660K +$47 +1 +0%
RSWM
79
Robertson Stephens Wealth Management
California
$655K -$801K -16,960 -54%
EH
80
Equitable Holdings
New York
$635K +$60.4K +1,280 +10%
PCIA
81
Prime Capital Investment Advisors
Kansas
$633K -$16.9K -358 -2%
SDH
82
Sloy Dahl & Holst
Washington
$629K
CCA
83
Clearwater Capital Advisors
Illinois
$617K
IWM
84
IHT Wealth Management
Illinois
$586K -$31.2K -660 -5%
KCM
85
Kanawha Capital Management
Virginia
$582K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$570K +$361K +7,643 +154%
PFS
87
Prospera Financial Services
Texas
$561K -$4.91K -104 -0.8%
MWM
88
Meridian Wealth Management
Kentucky
$528K +$551K +11,670 New
CW
89
Cooksen Wealth
Texas
$521K -$16K -339 -3%
BWL
90
Bogart Wealth LLC
Virginia
$516K +$1.79K +38 +0.3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$495K +$292K +6,181 +129%
Mariner
92
Mariner
Kansas
$491K +$99.2K +2,101 +24%
UFA
93
US Financial Advisors
Massachusetts
$489K -$2.88K -61 -0.6%
GFS
94
GYL Financial Synergies
Connecticut
$478K -$14.2K -300 -3%
CB
95
Commerce Bank
Missouri
$472K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$437K
P
97
&Partners
Tennessee
$423K +$137K +2,900 +45%
PA
98
Parkside Advisors
California
$409K +$7.55K +160 +2%
AWA
99
Arete Wealth Advisors
Illinois
$409K +$427K +9,053 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$404K +$422K +8,939 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.