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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$953K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$903K +$526K +15,264 +148%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$863K -$48.9K -1,420 -5%
HB
104
Homrich & Berg
Georgia
$862K -$82.9K -2,404 -9%
HIC
105
Holderness Investments Company
North Carolina
$859K -$34.8K -1,010 -4%
HIIFS
106
Harel Insurance Investments & Financial Services
Israel
$826K -$39.3K -1,140 -5%
AIC
107
Ayalon Insurance Company
Israel
$809K
CAN
108
Cetera Advisor Networks
California
$799K +$21.1K +612 +3%
P
109
Pitcairn
Pennsylvania
$795K
MML Investors Services
110
MML Investors Services
Massachusetts
$792K -$640K -18,568 -45%
KCM
111
Kanawha Capital Management
Virginia
$790K +$29.9K +868 +4%
CFD
112
Creative Financial Designs
Indiana
$784K -$49.4K -1,432 -6%
PAG
113
Pinnacle Advisory Group
Maryland
$781K -$1.93K -56 -0.3%
RFN
114
RDA Financial Network
Iowa
$781K
KP
115
Keel Point
Alabama
$771K +$753K +21,848 New
AI
116
Atria Investments
North Carolina
$770K +$46K +1,334 +7%
AAS
117
Avantax Advisory Services
Texas
$749K +$22.3K +648 +3%
KPW
118
Kore Private Wealth
New York
$748K
APC
119
Aspire Private Capital
North Carolina
$745K +$27K +784 +4%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$713K +$372K +10,790 +115%
KPCM
121
Kings Point Capital Management
New York
$709K
HCA
122
Harbour Capital Advisors
Virginia
$703K -$20.7K -600 -3%
IWC
123
Integrated Wealth Concepts
Massachusetts
$683K +$3.52K +102 +0.5%
CB
124
Commerce Bank
Missouri
$678K
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$661K +$252K +7,302 +64%