We are live on ! Find out more
HEDJ icon

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
JFG
126
Jefferies Financial Group
New York
$229K -$4.84K -120 -2%
GT
127
Glenmede Trust
Pennsylvania
$225K
BWM
128
BigSur Wealth Management
Florida
$221K +$226K +5,600 New
CHAM
129
Clear Harbor Asset Management
Connecticut
$219K
WFA
130
West Financial Advisors
Iowa
$209K
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$206K -$30.2K -748 -12%
WIM
132
Westside Investment Management
California
$180K -$8.07K -200 -4%
RFA
133
Resurgent Financial Advisors
Georgia
$168K +$4.4K +109 +3%
AA
134
Addison Advisors
Vermont
$158K
PA
135
Parallel Advisors
California
$158K
AWM
136
Activest Wealth Management
Florida
$151K +$155K +3,834 New
PWMG
137
Provence Wealth Management Group
California
$122K +$125K +3,088 New
William Blair & Company
138
William Blair & Company
Illinois
$111K -$8.07K -200 -7%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$105K +$81 +2 +0.1%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$101K -$11.9K -296 -10%
TF
141
Tompkins Financial
New York
$92.5K
RG
142
Retirement Group
California
$71.1K +$14.1K +350 +24%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.4K
TRCT
144
Tower Research Capital (TRC)
New York
$49.8K +$18K +445 +55%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$44.8K +$16.1K +400 +67%
PTC
146
Private Trust Company
Ohio
$41.6K -$242 -6 -0.6%
LFASL
147
Lugano Financial Advisors SA (LFA)
Switzerland
$40.4K
BFEC
148
Benjamin F. Edwards & Company
Missouri
$40K
FHA
149
First Horizon Advisors
Tennessee
$39.2K
GWM
150
Geneos Wealth Management
Colorado
$37.9K -$8.07K -200 -17%

HEDJ Hedge Fund Activity: Q3 2023 in Review

184 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Europe Hedged Equity Fund (HEDJ) for Q3 2023, worth a combined $586M — down 0.91% from $591M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEDJ positions and 9 closed out — a net gain of 8 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Permanens Capital, adding an estimated $13.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.5M sold.

  • 184 institutional investors held WisdomTree Europe Hedged Equity Fund (HEDJ) as of Q3 2023, up from 180 in Q2 2023.
  • Funds reported $586M of WisdomTree Europe Hedged Equity Fund stock for Q3 2023, down 0.91% quarter-over-quarter.
  • 17 funds opened new WisdomTree Europe Hedged Equity Fund positions in Q3 2023 and 9 closed out, a net change of +8 holders.
  • The largest WisdomTree Europe Hedged Equity Fund buyer in Q3 2023 was Permanens Capital, an estimated $13.7M added.
  • The largest WisdomTree Europe Hedged Equity Fund seller in Q3 2023 was Susquehanna International Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2023.