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WisdomTree Europe Hedged Equity Fund
HEDJ

169 hedge funds and large institutions have $436M invested in WisdomTree Europe Hedged Equity Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $858K | Put options by funds: $230K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5.14% more ownership

Funds ownership: 70.98% → 76.13% (+5.1%)

5% less funds holding

Funds holding: 178 → 169 (-9)

15% less capital invested

Capital invested by funds: $512M → $436M (-$76.2M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

59% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 71

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
71
Closed
19
Calls
$858K
Puts
$230K
Net Calls
+$628K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
AWM
Activest Wealth Management
Florida
+$5.39M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.02M
3
CA
CSM Advisors
Pennsylvania
+$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.05M
5
OPW
Oxler Private Wealth
New York
+$833K

Top Sellers

Rank Fund Capital Flow
1
PC
Permanens Capital
New York
-$23.8M
2
Jane Street
Jane Street
New York
-$9.6M
3
Goldman Sachs
Goldman Sachs
New York
-$7.88M
4
LSPW
Lake Street Private Wealth
Illinois
-$5.32M
5
BlackRock
BlackRock
New York
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
126
BDO Wealth Advisors
Florida
$93K -$6.88K -204 -6%
BBHC
127
Brown Brothers Harriman & Co
New York
$87K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$82K – – –
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$72K +$202 +6 +0.3%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$71K -$3.37K -100 -4%
TRCT
131
Tower Research Capital (TRC)
New York
$66K +$71.9K +2,134 New
BCM
132
Bourgeon Capital Management
Connecticut
$62K – – –
TWM
133
Tradition Wealth Management
Minnesota
$52K -$9.44K -280 -14%
GWM
134
Geneos Wealth Management
Colorado
$50K -$16.2K -480 -23%
CIAS
135
Capital Investment Advisory Services
North Carolina
$46K -$3.78K -112 -7%
CA
136
Clearstead Advisors
Ohio
$40K – – –
APA
137
American Portfolios Advisors
New York
$39.9K – – –
LFASL
138
Lugano Financial Advisors SA (LFA)
Switzerland
$38K – – –
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$32.1K +$19.8K +588 +132%
FHA
140
First Horizon Advisors
Tennessee
$31K – – –
SFA
141
Semmax Financial Advisors
North Carolina
$30K – – –
SIC
142
Salem Investment Counselors
North Carolina
$27K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$26K – – –
MA
144
MUFG Americas
New York
$26K +$28.7K +850 New
MRCM
145
M&R Capital Management
New Jersey
$25K – – –
EDRH
146
Edmond de Rothschild Holding
Switzerland
$25K +$27K +800 New
TWC
147
TD Waterhouse Canada
Ontario, Canada
$19K – – –
CSPAM
148
Cary Street Partners Asset Management
Virginia
$13K +$14.6K +432 New
PB
149
Pinnacle Bancorp
Nebraska
$12K – – –
SIS
150
Sound Income Strategies
Florida
$12K – – –
4 5
6
7 8

HEDJ Hedge Fund Activity: Q3 2022 in Review

169 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2022, worth a combined $436M — down 15% from $512M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HEDJ and 11 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 29 added.

The largest buyer was Activest Wealth Management, adding an estimated $5.39M. The largest seller was Permanens Capital, cutting an estimated $23.8M.

  • 169 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $436M of WisdomTree Europe Hedged Equity Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 11 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2022 and 19 closed out, a net change of -8 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2022 was Activest Wealth Management, an estimated $5.39M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2022 was Permanens Capital, an estimated $23.8M sold.

Based on aggregated 13F filings for Q3 2022.