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WisdomTree Europe Hedged Equity Fund

195 hedge funds and large institutions have $758M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $662M → $758M (+$96M)

1% more funds holding

Funds holding: 194195 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.75% less ownership

Funds ownership: 45.08%40.32% (-4.8%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
42
Reduced
58
Closed
22
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$387K
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$372K -$25.3K -562 -7%
Franklin Resources
103
Franklin Resources
California
$363K -$81K -1,800 -19%
IPAM
104
Investment Partners Asset Management
New Jersey
$358K -$45K -1,000 -12%
RFN
105
RDA Financial Network
Iowa
$356K
NLP
106
Next Level Private
New York
$347K
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$344K
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$338K -$6.21K -138 -2%
Stifel Financial
109
Stifel Financial
Missouri
$334K
DC
110
Davenport & Co
Virginia
$325K +$13.9K +310 +5%
KWM
111
Kingsview Wealth Management
Oregon
$323K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$322K +$15K +333 +5%
P
113
&Partners
Tennessee
$312K +$291K +6,459 New
AC
114
AlphaCore Capital
California
$304K
PAG
115
Private Advisor Group
New Jersey
$285K -$14.6K -325 -5%
CAM
116
Concorde Asset Management
Michigan
$282K -$225 -5 -0.1%
MWAM
117
Manhattan West Asset Management
California
$281K +$262K +5,819 New
JFG
118
Jefferies Financial Group
New York
$280K
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$280K +$261K +5,792 New
AFP
120
Ausdal Financial Partners
Iowa
$274K +$27.9K +621 +12%
BWM
121
BigSur Wealth Management
Florida
$270K
WT
122
Whittier Trust
California
$270K
CHAM
123
Clear Harbor Asset Management
Connecticut
$267K
SC
124
Scotia Capital
Ontario, Canada
$265K -$69.7K -1,550 -22%
CA
125
Cetera Advisors
Colorado
$261K +$22.2K +494 +10%