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WisdomTree Europe Hedged Equity Fund

230 hedge funds and large institutions have $954M invested in WisdomTree Europe Hedged Equity Fund in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 117 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $1.02M

9.36% less ownership

Funds ownership: 95.56%86.2% (-9.4%)

19% less funds holding

Funds holding: 285230 (-55)

43% less capital invested

Capital invested by funds: $1.67B → $954M (-$716M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

59% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 117

69% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 74

Holders
230
Holders Change
-55
Holders Change %
-19.3%
% of All Funds
5.07%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
23
Increased
48
Reduced
117
Closed
74
Calls
$1.91M
Puts
$1.02M
Net Calls
+$885K
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$509K -$755K -23,674 -54%
EAMA
102
EFG Asset Management (Americas)
Florida
$509K -$394K -12,352 -38%
KPCM
103
Kings Point Capital Management
New York
$504K -$12.8K -400 -2%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$496K
Bessemer Group
105
Bessemer Group
New Jersey
$492K -$613K -19,206 -50%
AAS
106
Avantax Advisory Services
Texas
$491K -$63.2K -1,982 -9%
HWM
107
Howard Wealth Management
Connecticut
$482K +$32.3K +1,014 +6%
FA
108
Faithward Advisors
Pennsylvania
$445K
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$444K -$2.53M -79,432 -82%
FTIOP
110
Fiduciary Trust International of Pennsylvania
Pennsylvania
$436K +$543K +17,026 New
HB
111
Homrich & Berg
Georgia
$431K -$243K -7,604 -31%
HIIFS
112
Harel Insurance Investments & Financial Services
Israel
$428K -$214K -6,700 -29%
PA
113
PFG Advisors
Arizona
$422K -$80K -2,508 -14%
MML Investors Services
114
MML Investors Services
Massachusetts
$417K -$196K -6,142 -27%
HIC
115
Holderness Investments Company
North Carolina
$409K -$267K -8,356 -34%
CB
116
Commerce Bank
Missouri
$408K -$105K -3,290 -17%
Northern Trust
117
Northern Trust
Illinois
$396K +$493K +15,460 New
KPW
118
Kore Private Wealth
New York
$388K -$194K -6,076 -29%
CIAS
119
Capital Investment Advisory Services
North Carolina
$382K -$89.1K -2,794 -16%
BHTS
120
Bar Harbor Trust Services
Maine
$376K -$1.23M -38,542 -72%
SDH
121
Sloy Dahl & Holst
Washington
$359K
TFCP
122
Twin Focus Capital Partners
Massachusetts
$359K +$447K +14,000 New
PAG
123
Private Advisor Group
New Jersey
$332K -$4.46M -139,824 -92%
HC
124
Hourglass Capital
Texas
$326K
TF
125
Tompkins Financial
New York
$321K -$54.3K -1,702 -12%

HEDJ Hedge Fund Activity: Q1 2020 in Review

230 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2020, worth a combined $954M — down 43% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HEDJ and 23 opened new positions — a net loss of 51 holders — while 117 trimmed existing stakes and 48 added.

The largest buyer was Susquehanna International Group, adding an estimated $9.61M. The largest seller was Goldman Sachs, cutting an estimated $77.5M.

  • 230 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2020, down from 285 in Q4 2019.
  • Funds reported $954M of WisdomTree Europe Hedged Equity Fund stock for Q1 2020, down 43% quarter-over-quarter.
  • 23 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2020 and 74 closed out, a net change of -51 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $9.61M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2020 was Goldman Sachs, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2020.