We are live on ! Find out more
HEDJ icon

WisdomTree Europe Hedged Equity Fund
HEDJ

180 hedge funds and large institutions have $591M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 41

2.29% more ownership

Funds ownership: 80.51% → 82.8% (+2.3%)

4% more capital invested

Capital invested by funds: $566M → $591M (+$25.1M)

5% less funds holding

Funds holding: 189 → 180 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
180
Holders Change
-9
Holders Change %
-4.76%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
17
Increased
63
Reduced
41
Closed
24
Calls
$149K
Puts
–
Net Calls
+$149K
Net Calls Change
-$613K

Top Buyers

1
Jane Street
Jane Street
New York
+$11.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.5M
3
SWP
Stratos Wealth Partners
Ohio
+$6.95M
4
UBS Group
UBS Group
Switzerland
+$5.06M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.91M

Top Sellers

1
PS
Portfolio Strategies
New York
-$13.4M
2
Truist Financial
Truist Financial
North Carolina
-$4.89M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.35M
4
OMC
Old Mission Capital
Illinois
-$3.34M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
101
Arete Wealth Advisors
Illinois
$364K +$2.05K +50 +0.6%
SC
102
Scotia Capital
Ontario, Canada
$360K -$13.6K -332 -4%
UFA
103
US Financial Advisors
Massachusetts
$350K -$48.2K -1,174 -12%
Mariner
104
Mariner
Kansas
$339K +$340K +8,288 New
MCCA
105
Mill Creek Capital Advisors
Pennsylvania
$335K – – –
ACM
106
Alethea Capital Management
Washington
$328K – – –
BPA
107
Beacon Pointe Advisors
California
$328K +$6.16K +150 +2%
RFN
108
RDA Financial Network
Iowa
$315K -$4.1K -100 -1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$312K +$144K +3,510 +89%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$312K -$17.2K -418 -5%
HF
111
HRT Financial
New York
$301K +$302K +7,366 New
Millennium Management
112
Millennium Management
New York
$299K +$300K +7,304 New
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$291K – – –
NLP
114
Next Level Private
New York
$287K +$295K +7,192 New
DC
115
Davenport & Co
Virginia
$266K +$4.27K +104 +2%
CSC
116
Caldwell Sutter Capital
California
$264K +$264K +6,444 New
PFS
117
Prospera Financial Services
Texas
$262K +$903 +22 +0.3%
AC
118
AlphaCore Capital
California
$258K +$259K +6,300 New
SEP
119
Southland Equity Partners
Missouri
$247K -$4.84K -118 -2%
EL
120
EMFO LLC
Florida
$246K – – –
JFG
121
Jefferies Financial Group
New York
$242K – – –
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$242K -$33.4K -814 -12%
WT
123
Whittier Trust
California
$240K – – –
CAM
124
Concorde Asset Management
Michigan
$239K +$246 +6 +0.1%
GT
125
Glenmede Trust
Pennsylvania
$235K – – –
3 4
5
6 7

HEDJ Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2023, worth a combined $591M — up 4.4% from $566M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HEDJ and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 63 added.

The largest buyer was Jane Street, adding an estimated $11.7M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.4M sold.

  • 180 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2023, down from 189 in Q1 2023.
  • Funds reported $591M of WisdomTree Europe Hedged Equity Fund stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2023 and 24 closed out, a net change of -7 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2023 was Jane Street, an estimated $11.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2023 was Portfolio Strategies, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2023.