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WisdomTree Europe Hedged Equity Fund

199 hedge funds and large institutions have $776M invested in WisdomTree Europe Hedged Equity Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
2.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
73
Reduced
39
Closed
18
Calls
$77K
Puts
$9K
Net Calls
+$68K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
126
Franklin Resources
California
$263K -$76.4K -1,690 -23%
AFP
127
Ausdal Financial Partners
Iowa
$258K +$1.31K +29 +0.5%
BWM
128
BigSur Wealth Management
Florida
$253K
CHAM
129
Clear Harbor Asset Management
Connecticut
$250K
JFG
130
Jefferies Financial Group
New York
$246K -$16.3K -360 -6%
NA
131
NewEdge Advisors
Louisiana
$240K +$14.9K +330 +7%
AFO
132
Allie Family Office
Florida
$238K +$4.07K +90 +2%
GT
133
Glenmede Trust
Pennsylvania
$235K
WFA
134
West Financial Advisors
Iowa
$233K -$6.47K -143 -3%
PBO
135
Peoples Bank (Ohio)
Ohio
$224K +$224K +4,961 New
BBA
136
BLB&B Advisors
Pennsylvania
$220K
HWM
137
HB Wealth Management
Georgia
$219K
SC
138
Scotia Capital
Ontario, Canada
$214K -$33.8K -748 -14%
IAS
139
Insigneo Advisory Services
Florida
$207K +$207K +4,989 New
WIM
140
Westside Investment Management
California
$206K
PA
141
Parallel Advisors
California
$181K
AA
142
Addison Advisors
Vermont
$181K
AWM
143
Activest Wealth Management
Florida
$171K -$2.44K -54 -1%
WT
144
Whittier Trust
California
$168K -$84.6K -1,872 -33%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$140K -$42.8K -916 -23%
AEPWM
146
Atlantic Edge Private Wealth Management
Florida
$136K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$116K
William Blair & Company
148
William Blair & Company
Illinois
$95.9K +$45 +1 +0%
IAIM
149
International Assets Investment Management
Florida
$90.8K +$90.8K +2,008 New
TF
150
Tompkins Financial
New York
$70.5K