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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
HCA
76
Harbour Capital Advisors
Virginia
$658K
SA
77
Sanctuary Advisors
Indiana
$654K +$7.24K +164 +1%
SDH
78
Sloy Dahl & Holst
Washington
$651K +$25.2K +570 +4%
RSWM
79
Robertson Stephens Wealth Management
California
$650K
PCIA
80
Prime Capital Investment Advisors
Kansas
$616K -$12.8K -289 -2%
CCA
81
Clearwater Capital Advisors
Illinois
$612K
KCM
82
Kanawha Capital Management
Virginia
$587K +$8.83K +200 +2%
IWM
83
IHT Wealth Management
Illinois
$560K -$20.8K -470 -4%
Mariner
84
Mariner
Kansas
$551K +$62.5K +1,416 +13%
PFS
85
Prospera Financial Services
Texas
$550K -$7.24K -164 -1%
EH
86
Equitable Holdings
New York
$521K -$108K -2,440 -17%
CW
87
Cooksen Wealth
Texas
$517K
MWM
88
Meridian Wealth Management
Kentucky
$505K -$18.4K -417 -4%
BWL
89
Bogart Wealth LLC
Virginia
$490K -$22K -498 -4%
GFS
90
GYL Financial Synergies
Connecticut
$475K
CB
91
Commerce Bank
Missouri
$469K
UFA
92
US Financial Advisors
Massachusetts
$458K -$26.8K -606 -6%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$434K
P
94
&Partners
Tennessee
$426K +$6.09K +138 +1%
PA
95
Parkside Advisors
California
$424K +$17.3K +392 +4%
Stifel Financial
96
Stifel Financial
Missouri
$401K +$87.8K +1,988 +29%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$389K -$168K -3,807 -30%
HIC
98
Holderness Investments Company
North Carolina
$388K +$68.5K +1,550 +22%
SPIA
99
Steward Partners Investment Advisory
New York
$381K -$486 -11 -0.1%
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$372K +$3.05K +69 +0.8%

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.