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WisdomTree Europe Hedged Equity Fund

195 hedge funds and large institutions have $758M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $662M → $758M (+$96M)

1% more funds holding

Funds holding: 194195 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.75% less ownership

Funds ownership: 45.08%40.32% (-4.8%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
42
Reduced
58
Closed
22
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$94K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
126
West Financial Advisors
Iowa
$256K
GT
127
Glenmede Trust
Pennsylvania
$251K
AFO
128
Allie Family Office
Florida
$250K +$233K +5,170 New
NA
129
NewEdge Advisors
Louisiana
$241K +$206K +4,572 +1,099%
WPC
130
Wedmont Private Capital
Pennsylvania
$240K +$228K +5,062 New
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$240K +$223K +4,963 New
BBA
132
BLB&B Advisors
Pennsylvania
$235K
GVAG
133
Great Valley Advisor Group
Delaware
$235K
HWM
134
HB Wealth Management
Georgia
$234K -$187K -4,167 -46%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$231K -$127K -2,815 -37%
WIM
136
Westside Investment Management
California
$220K
SA
137
Sunesis Advisors
Kansas
$213K -$1.28M -28,460 -87%
HWM
138
Howard Wealth Management
Connecticut
$212K +$198K +4,395 New
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$206K -$24.9K -553 -11%
AA
140
Addison Advisors
Vermont
$193K
PA
141
Parallel Advisors
California
$193K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$190K +$13.5K +300 +8%
AWM
143
Activest Wealth Management
Florida
$185K
AEPWM
144
Atlantic Edge Private Wealth Management
Florida
$145K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$124K
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$36.3K +806 +53%
William Blair & Company
147
William Blair & Company
Illinois
$102K
RG
148
Retirement Group
California
$86.9K
PAM
149
Palisade Asset Management
Minnesota
$77.3K +$72K +1,600 New
TF
150
Tompkins Financial
New York
$75.3K