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WisdomTree Europe Hedged Equity Fund

194 hedge funds and large institutions have $662M invested in WisdomTree Europe Hedged Equity Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $586M → $662M (+$76.3M)

5% more funds holding

Funds holding: 184194 (+10)

2.52% more ownership

Funds ownership: 42.56%45.08% (+2.5%)

33% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 66

Holders
194
Holders Change
+10
Holders Change %
+5.43%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
44
Reduced
66
Closed
8
Calls
$97K
Puts
Net Calls
+$97K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
126
Clear Harbor Asset Management
Connecticut
$237K
Millennium Management
127
Millennium Management
New York
$237K -$340K -8,415 -60%
WFA
128
West Financial Advisors
Iowa
$227K
GT
129
Glenmede Trust
Pennsylvania
$223K -$20.2K -500 -9%
AFP
130
Ausdal Financial Partners
Iowa
$216K +$204K +5,048 New
PCA
131
Prosperity Capital Advisors
Ohio
$214K +$202K +5,003 New
CA
132
Cetera Advisors
Colorado
$211K -$1.43M -35,302 -88%
GVAG
133
Great Valley Advisor Group
Delaware
$209K +$197K +4,866 New
BBA
134
BLB&B Advisors
Pennsylvania
$209K +$197K +4,866 New
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$207K -$17.3K -428 -8%
WIM
136
Westside Investment Management
California
$195K
RFA
137
Resurgent Financial Advisors
Georgia
$180K -$2.14K -53 -1%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$176K +$58.3K +1,441 +54%
AA
139
Addison Advisors
Vermont
$171K
PA
140
Parallel Advisors
California
$171K
AWM
141
Activest Wealth Management
Florida
$164K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$155K -$4.73M -116,980 -97%
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$129K +$121K +3,000 New
PWMG
144
Provence Wealth Management Group
California
$123K -$9.14K -226 -7%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$110K
William Blair & Company
146
William Blair & Company
Illinois
$90.8K -$27.8K -688 -25%
RG
147
Retirement Group
California
$77.1K
TF
148
Tompkins Financial
New York
$66.8K -$31.6K -782 -33%
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.6K
TWC
150
TD Waterhouse Canada
Ontario, Canada
$47.9K