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WisdomTree Europe Hedged Equity Fund
HEDJ

191 hedge funds and large institutions have $691M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 73.79% → 74.47% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less funds holding

Funds holding: 203 → 191 (-12)

13% less capital invested

Capital invested by funds: $797M → $691M (-$106M)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

42% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 67

Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
39
Reduced
67
Closed
26
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$1.32M

Top Buyers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
+$16.5M
2
Jane Street
Jane Street
New York
+$15.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.5M
4
OMC
Old Mission Capital
Illinois
+$8.11M
5
Truist Financial
Truist Financial
North Carolina
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$27.3M
2
Goldman Sachs
Goldman Sachs
New York
-$25.8M
3
UBS Group
UBS Group
Switzerland
-$11.5M
4
Deutsche Bank
Deutsche Bank
Germany
-$8.82M
5
JP Morgan Chase
JP Morgan Chase
New York
-$7.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$241K -$49.8K -1,314 -17%
5L
127
55I LLC
Massachusetts
$239K +$246K +6,496 New
FTUS
128
Flow Traders U.S.
New York
$234K +$18.2K +480 +8%
JG
129
Jefferies Group
New York
$218K – – –
CAM
130
Concorde Asset Management
Michigan
$215K – – –
FA
131
Faithward Advisors
Pennsylvania
$209K -$19.3K -510 -8%
GT
132
Glenmede Trust
Pennsylvania
$209K – – –
HWM
133
Howard Wealth Management
Connecticut
$208K -$9.47K -250 -4%
TF
134
Tompkins Financial
New York
$208K +$59.1K +1,560 +38%
EH
135
Equitable Holdings
New York
$208K +$215K +5,662 New
BWA
136
BDO Wealth Advisors
Florida
$196K – – –
AA
137
Addison Advisors
Vermont
$161K – – –
William Blair & Company
138
William Blair & Company
Illinois
$147K -$43.6K -1,150 -22%
HA
139
Herold Advisors
New York
$132K +$136K +3,600 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$110K +$57.4K +1,514 +103%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$90K +$10.6K +280 +13%
IA
142
IFP Advisors
Florida
$86K +$89.3K +2,356 +990%
GWM
143
Geneos Wealth Management
Colorado
$81K -$7.58K -200 -8%
BCV
144
Banque Cantonale Vaudoise
Switzerland
$76K +$78.6K +2,074 New
BCM
145
Bourgeon Capital Management
Connecticut
$74K – – –
TWM
146
Tradition Wealth Management
Minnesota
$71K +$76 +2 +0.1%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$65K – – –
SC
148
Sierra Capital
Florida
$61K – – –
SWM
149
Spire Wealth Management
Virginia
$60K – – –
CIAS
150
Capital Investment Advisory Services
North Carolina
$57K +$1.06K +28 +2%
4 5
6
7 8

HEDJ Hedge Fund Activity: Q1 2022 in Review

191 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q1 2022, worth a combined $691M — down 13% from $797M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HEDJ and 17 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 39 added.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Permanens Capital, cutting an estimated $27.3M.

  • 191 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q1 2022, down from 203 in Q4 2021.
  • Funds reported $691M of WisdomTree Europe Hedged Equity Fund stock for Q1 2022, down 13% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q1 2022 and 26 closed out, a net change of -9 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q1 2022 was Karp Capital Management, an estimated $16.5M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q1 2022 was Permanens Capital, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2022.