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WisdomTree Europe Hedged Equity Fund

254 hedge funds and large institutions have $1.65B invested in WisdomTree Europe Hedged Equity Fund in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.2M

1.67% less ownership

Funds ownership: 94.06%92.4% (-1.7%)

2% less funds holding

Funds holding: 260254 (-6)

7% less capital invested

Capital invested by funds: $1.77B → $1.65B (-$121M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 102

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
24
Increased
62
Reduced
102
Closed
27
Calls
$2.4M
Puts
$2.2M
Net Calls
+$207K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$580K +$86.6K +2,638 +18%
CF
127
Centaurus Financial
California
$521K +$495K +15,070 +2,229%
FFG
128
Frisch Financial Group
New York
$514K -$1.02M -31,166 -67%
BHB
129
Bank Hapoalim BM
Israel
$497K -$1.45K -44 -0.3%
HCM
130
Howland Capital Management
Massachusetts
$483K -$46.6K -1,418 -9%
NWS
131
Newport Wealth Strategies
California
$467K +$1.12K +34 +0.2%
FAAS
132
First Allied Advisory Services
California
$462K -$138K -4,216 -23%
BUB
133
BBVA USA Bancshares
Texas
$462K
RIL
134
Rothschild Investment LLC
Illinois
$426K
HC
135
Hourglass Capital
Texas
$421K
TF
136
Tompkins Financial
New York
$414K -$19.6K -596 -5%
RE
137
RBC Europe
United Kingdom
$409K
Creative Planning
138
Creative Planning
Kansas
$401K +$49.5K +1,508 +14%
FTI
139
Fiduciary Trust International
Massachusetts
$397K -$222K -6,750 -36%
BAM
140
Belpointe Asset Management
Nevada
$385K +$382K +11,628 New
EFSCE
141
Enterprise Financial Services Corp (EFSC)
Missouri
$377K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$372K +$131 +4 +0%
WCM
143
Wunderlich Capital Managemnt
Tennessee
$369K -$16K -486 -4%
AFP
144
Ausdal Financial Partners
Iowa
$369K +$366K +11,144 New
SG Americas Securities
145
SG Americas Securities
New York
$364K +$185K +5,642 +105%
BP
146
BBR Partners
New York
$361K
FWP
147
FAS Wealth Partners
Kansas
$341K
MC
148
Moors & Cabot
Massachusetts
$334K -$109K -3,318 -25%
BHWM
149
Bay Harbor Wealth Management
Maryland
$332K -$52.9K -1,612 -14%
CHAM
150
Clear Harbor Asset Management
Connecticut
$327K

HEDJ Hedge Fund Activity: Q2 2019 in Review

254 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q2 2019, worth a combined $1.65B — down 6.8% from $1.77B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HEDJ and 24 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 62 added.

The largest buyer was People's United Financial, opening a new position worth an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 254 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q2 2019, down from 260 in Q1 2019.
  • Funds reported $1.65B of WisdomTree Europe Hedged Equity Fund stock for Q2 2019, down 6.8% quarter-over-quarter.
  • 24 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q2 2019 and 27 closed out, a net change of -3 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q2 2019 was People's United Financial, an estimated $53.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q2 2019 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2019.