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WisdomTree Europe Hedged Equity Fund
HEDJ

189 hedge funds and large institutions have $566M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $894K | Put options by funds: $132K

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

10% more funds holding

Funds holding: 172 → 189 (+17)

1.07% more ownership

Funds ownership: 79.44% → 80.51% (+1.1%)

29% less capital invested

Capital invested by funds: $796M → $566M (-$230M)

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
189
Holders Change
+17
Holders Change %
+9.88%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
36
Reduced
57
Closed
15
Calls
$894K
Puts
$132K
Net Calls
+$762K
Net Calls Change
-$175K

Top Buyers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
+$12.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.9M
3
VFM
Valley Financial Management
New York
+$8.44M
4
KAH
Kathryn A. Hall
+$8.24M
5
PC
Permanens Capital
New York
+$6.84M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$25.5M
2
Goldman Sachs
Goldman Sachs
New York
-$23.4M
3
AWM
Activest Wealth Management
Florida
-$6.13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.27M
5
FTUS
Flow Traders U.S.
New York
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
101
Mill Creek Capital Advisors
Pennsylvania
$336K – – –
TFS
102
Thoroughbred Financial Services
Tennessee
$334K +$11.1K +282 +4%
NA
103
NewEdge Advisors
Louisiana
$332K +$4.31K +110 +1%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$330K -$12.4K -316 -4%
ACM
105
Alethea Capital Management
Washington
$330K – – –
BPA
106
Beacon Pointe Advisors
California
$323K – – –
RFN
107
RDA Financial Network
Iowa
$321K – – –
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$293K – – –
KWM
109
Kingsview Wealth Management
Oregon
$289K – – –
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$278K -$68.1K -1,736 -20%
WFO
111
Wealthgate Family Office
Colorado
$272K – – –
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$265K -$37.7K -960 -13%
DC
113
Davenport & Co
Virginia
$263K +$12K +306 +5%
PFS
114
Prospera Financial Services
Texas
$262K +$250K +6,382 New
SEP
115
Southland Equity Partners
Missouri
$253K -$1.18K -30 -0.5%
EL
116
EMFO LLC
Florida
$247K +$235K +6,000 New
JFG
117
Jefferies Financial Group
New York
$243K – – –
WT
118
Whittier Trust
California
$241K – – –
CAM
119
Concorde Asset Management
Michigan
$240K -$314 -8 -0.1%
GT
120
Glenmede Trust
Pennsylvania
$235K – – –
CHAM
121
Clear Harbor Asset Management
Connecticut
$228K +$217K +5,536 New
WFA
122
West Financial Advisors
Iowa
$218K – – –
PCA
123
Prosperity Capital Advisors
Ohio
$215K +$205K +5,226 New
GCP
124
GSA Capital Partners
United Kingdom
$205K +$195K +4,980 New
BBA
125
BLB&B Advisors
Pennsylvania
$200K +$191K +4,866 New
3 4
5
6 7

HEDJ Hedge Fund Activity: Q1 2023 in Review

189 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2023, worth a combined $566M — down 29% from $796M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HEDJ positions and 15 closed out — a net gain of 20 holders — while 36 added to existing stakes and 57 trimmed.

The largest buyer was Portfolio Strategies, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $25.5M.

  • 189 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2023, up from 172 in Q4 2022.
  • Funds reported $566M of WisdomTree Europe Hedged Equity Fund stock for Q1 2023, down 29% quarter-over-quarter.
  • 35 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2023 and 15 closed out, a net change of +20 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2023 was Portfolio Strategies, an estimated $12.8M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2023 was Jane Street, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2023.