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WisdomTree Europe Hedged Equity Fund

184 hedge funds and large institutions have $586M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

2% more funds holding

Funds holding: 180184 (+4)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

1% less capital invested

Capital invested by funds: $591M → $586M (-$5.36M)

36% less call options, than puts

Call options by funds: $82K | Put options by funds: $128K

40.24% less ownership

Funds ownership: 82.8%42.56% (-40%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
57
Reduced
57
Closed
9
Calls
$82K
Puts
$128K
Net Calls
-$46K
Net Calls Change
-$195K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$368K
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$360K -$61.1K -1,514 -14%
HWM
103
HB Wealth Management
Georgia
$356K
PA
104
Parkside Advisors
California
$351K -$14.2K -353 -4%
IIA
105
IPG Investment Advisors
California
$344K +$351K +8,700 New
Mariner
106
Mariner
Kansas
$327K -$40 -1 -0%
MCCA
107
Mill Creek Capital Advisors
Pennsylvania
$323K
ACM
108
Alethea Capital Management
Washington
$317K
BPA
109
Beacon Pointe Advisors
California
$316K
RFN
110
RDA Financial Network
Iowa
$303K -$1.37K -34 -0.4%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$286K -$14.8K -367 -5%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$283K +$208K +5,166 +258%
MWM
113
Modera Wealth Management
New Jersey
$283K +$289K +7,165 New
NLP
114
Next Level Private
New York
$281K
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$281K
MIH
116
Meitav Investment House
Israel
$280K -$912K -22,606 -76%
SC
117
Scotia Capital
Ontario, Canada
$278K -$70.4K -1,744 -20%
DC
118
Davenport & Co
Virginia
$268K +$11K +272 +4%
KWM
119
Kingsview Wealth Management
Oregon
$264K -$938K -23,262 -78%
CSC
120
Caldwell Sutter Capital
California
$255K
AC
121
AlphaCore Capital
California
$249K
EL
122
EMFO LLC
Florida
$237K
WT
123
Whittier Trust
California
$232K
CAM
124
Concorde Asset Management
Michigan
$231K -$40 -1 -0%
PAG
125
Private Advisor Group
New Jersey
$230K +$235K +5,823 New